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Empower advisors to deliver proactive, personalized service to their clients
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 CRM: Productivity Features
For financial services professionals to achieve the highest levels of personal productivity, they need easy access to advanced tools designed for the specific needs of their industry. Companies that are able provide their staff with these tools will attract and retain the best talent, realizing all the business benefits of having a highly effective workforce.
With GaleForce CRM, financial services companies can provide wealth management advisors, bankers and other financial services professionals access to the productivity tools they need in order to efficiently schedule their day-to-day activities, automate common tasks and communicate more effectively with clients and prospects.
Key productivity features of GaleForce CRM include:
| Features | Benefits |
|---|---|
| Native Outlook Environment Users can access all of GaleForce's financial services functionality directly through Microsoft Outlook |
Increase rates of adoption and maximize ease of use by making advanced functionality available in a familiar application that financial services professionals already use every day |
| Alerts, Recent Activities & Watch Lists Users can create automatic notifications of important events and client require¬ments and can also view all recent client account activity |
Empowers advisors and client service representatives to efficiently monitor changes in client accounts and to communicate with clients in an appropriate and timely manner |
| Call List Management Advisors can create call lists of clients that fit specific criteria and be notified when relevant changes occur in these clients' accounts |
Automates the process of communicating with specific groups of clients and ensuring that they are quickly notified of all relevant events and opportunities |
| Call Plan Management Users can define plans for scheduling, assigning and tracking interactions with clients and groups of clients over a specified period of time |
Allows advisors and client service representatives to communicate with clients on a pre-defined schedule, to ensure regular and consistent service is delivered |
| Client Relationship Tree For each client, a graphical overview is provided, detailing accounts, opportunities, activities, contacts and circles of influence |
Intuitively generates actionable, otherwise unavailable insight into client and household relationships, associations, needs, preferences and behaviours |
| Workflow Components Users in various groups, roles or departments can create workflows relevant to their responsibilities within the organization |
Automates specific tasks and processes, increasing operational efficiency, lowering costs, reducing human error and optimizing client service |
| Advanced CRM Search Users can search the system to generate detailed, dynamically updated views of client information, which can be saved for quick and easy access |
Empowers users to search for clients that match a specific set of criteria in order to deliver relevant communications or offers |
| Web & Mobile Access All GaleForce functionality is available online or from a variety of mobile devices and platforms |
Ensures that financial services professionals have quick and easy access to the up-to-date client information they need, when and where they need it |
Other Key Features Include:
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