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Empower advisors to deliver proactive, personalized service to their clients
Ellen Poppen
CFO and CIO
Savant Capital Management
"We saw that GaleForce CRM for Wealth Management could get us 85% of our wish list right away, with the final 15% achieved with some easily configurable options. We liked how GaleForce looked, and that it was so easy to learn and understand – unlike our previous solution."
GaleForce CRM: Client Management Features
Financial services professionals who want to grow their practices must provide proactive client communication and exceptional customer service. To do this, they need seamless access to accurate, up-to-date information on their client's accounts, investments, needs and preferences.
In most financial services companies today, client information is stored in multiple systems across a variety of locations. This means that the process of accessing client information is labor intensive, time consuming and unreliable.
GaleForce CRM includes a range of client management features that make it quick and easy for financial services professionals to access the information they need in order to provide truly effective, proactive client communication and service - all from a single, centralized system.
In addition, these management features are accessible directly from Outlook and delivered via a user-friendly, industry-specific interface. With GaleForce CRM, accessing and managing client information is simple, fast and effective.
Key client management features of GaleForce CRM include:
| Features | Benefits |
|---|---|
| Financial Services Schema All forms, fields, terminology and workflows in GaleForce CRM are designed for the specific needs of financial services companies |
Empowers financial services organizations to maximize the potential of Microsoft Dynamics CRM, speed user adoption, increase ROI and avoid costly, time-consuming customizations |
| Client & Company Management GaleForce leverages the Dynamics CRM functionality for creating, managing and accessing client and company accounts |
Allows any financial services company to maintain detailed records of its clients in a centralized system, easily accessible for users across the organization |
| Financial Account Management Account information stored in external portfolio systems can be integrated into GaleForce on a real-time or scheduled basis |
Provides quick and easy access to client's complete financial picture, creating opportunities to sell additional products and services, increasing share of wallet |
| Dashboards Users can customize dashboards to display summaries of the most important aspects of their clients, accounts, tasks and performance |
Provides financial services professionals with the quick and intuitive insight they need in order to perform their roles as efficiently and effectively as possible |
| Household Management Users are able to group clients, contacts and organizations into a single "household" and manage them as a group |
Creates insight into clients' circles of influence, communication needs and investment preferences, facilitating proactive client support and creating new sales opportunities |
| Deal Management Wealth management advisors can match the characteristics of deals with the investment preferences of their clients |
Allows advisors to increase their productivity and maximize sales by proactively informing clients about investment opportunities that match their needs and preferences |
| Data & Document Integration Documents and data from a variety of internal and external systems can be integrated into GaleForce CRM |
Makes it easy for users to access and leverage information from portfolio systems, databases, SharePoint and other Microsoft systems, all within a centralized CRM |
Other Key Features Include:
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