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Barry Chapman
IT Manager
Hanson McClain
"GaleForce CRM closely matched the way we did business, plus gave us the flexibility to easily customize the solution for integration to front and back office systems, and more."
GaleForce Links
An Integrated Desktop for Improved Productivity
Gathering and accessing client data often means leveraging multiple systems, which can be time-consuming and laborious. GaleForce Links empowers financial services professionals to access multiple tools, services and information sources directly from a centralized CRM.
GaleForce Links does this by connecting to and integrating data from relevant internal and external systems, including portfolio management, financial planning, trading, social media, market data / news or any requested service.
GaleForce Links allows financial services organizations to provide their teams with:
- Desktop access to detailed, up-to-date client profile and financial information
- Complete views of clients’ business and personal relationships
- Centralized access to third-party or internal portfolio, trading and planning systems
- Integrated access to social media sites
- Any requested internal or external system or database
GaleForce Links is designed to improve the functionality and utilization of systems and databases within financial services organizations. Links is available as an additional module for GaleForce CRM, integrating seamlessly with GaleForce’s core financial services product.
GaleForce CRM Product Suite
| Features | Benefits |
|---|---|
| Portfolio Management Integration Real-time financial data can be securely integrated from major portfolio management systems, including Advent, Albridge, Schwab, and most internal systems |
Empowers wealth management advisors, bankers and other financial services professionals to provide advice that considers each client's full financial situation |
| Internal Systems Integration Data from internal systems (including planning, marketing, research and news systems) can be integrated into or linked from GaleForce CRM |
Allows financial service professionals to access a variety of client data from a single, centralized system, to get deep client insight, quickly and easily |
| Third-party Service Integration Links can integrate information from a range of external databases, content services and other third-party information sources |
Gives financial service organizations the widest possible range of information on their clients, creating deeper insight into these clients’ needs and preferences |
| News & Quotes Integration Up-to-date information on news stories and notable quotes involving or affecting clients can be integrated into the system |
Provides quick access to the most up-to-date information relevant to clients needs and preferences, facilitating meaningful touch points and timely advice |