Free 30-Day Trial
Sign up today and get full access to GaleForce CRM for Financial Services
Ellen Poppen
CFO and CIO
Savant Capital Management
"As a client, we’re demanding, and challenge our partners and suppliers to provide us with the best solutions available. GaleForce has always delivered – with good response time to our questions and giving us the feeling like they’re right next door, supporting and watching over us."
GaleForce Publisher
Strengthening & Simplifying Client Communication
Effective communication is an important contributor to client satisfaction and retention. Unfortunately, for many financial services organizations, the processes of creating and publishing timely, relevant and engaging communication materials is far from easy.
GaleForce Publisher helps financial services professionals and marketers strengthen internal and external communication. Publisher's user-friendly, step-by-step workflow simplifies the process of creating, tracking and distributing effective client communication materials. All activity in Publisher generates audit logs and can be tracked in order to satisfy any relevant regulatory requirements.
With GaleForce Publisher, it is quick and easy for financial services organizations to integrate, publish and distribute highly effective, professionally branded client communication materials of various kinds, including:
| Newsletters | Articles (internal or external) |
| Event initiations | IPS |
| Account summaries | Special offers |
Publisher is available as an additional module for GaleForce CRM, integrating seamlessly with GaleForce's core financial services product. Publisher also integrates with a range of Microsoft applications, including Outlook, SharePoint and Word.
GaleForce CRM Product Suite
| Features | Benefits |
|---|---|
| Contact Management Contact lists can be created for specific groups of clients and maintained dynamically when clients are added to and removed from groups |
Empowers financial services marketers to manage and distribute personalized client communication materials, with only minimal time and resources |
| Template Library High-quality, customizable templates can be selected for each individual communication or associated with a specific communication type |
Allows consistently and professionally branded communications to be distributed in a timely manner, without time-consuming and costly customizations or design work |
| Content Integration Content can be sourced and integrated into communications from internal systems and third-party content providers |
Provides clients with engaging, relevant communications by combining materials from independent experts with internal content and client account-specific information |
| Approval Workflow Publisher includes simple, built-in approval and compliance control features - which can be set to mandatory, if necessary |
Makes it easy to ensure that all client communication materials adhere to regulatory requirements as well as any relevant internal privacy and quality standards |
| Distribution Communication materials can be distributed through various applications, including Outlook and SharePoint |
Provides flexible distribution options, allowing companies to maintain client communication programs that are effective and far-reaching but also cost-effective |