Sage CRM for Wealth Management Companies
Private Wealth Management companies need to deal with High Net worth individuals/households and relationship becomes a key to success of a wealth management companies. Sage CRM for Wealth Management companies to acquire and manage their clients.
Sage CRM for Wealth Management Companies is powered by Sage CRM, leading CRM solution from Sage Software. Sage CRM for Wealth Management companies is Full-featured, web-based CRM solution that is easy to use and quick to deploy. Sage CRM helps sales, marketing, and customer service teams find new customers, close sales faster, and build more profitable relationships. With Powerful and tight front-to back-office integration across CRM and ERP for a true 360° view of customers
Unique Features of Sage CRM for Wealth Management Companies include:-
Multiple Account Management: Unlike traditional Sales Organization where Client is usually assigned to one Account Manager, Wealth Management Companies assign separate relationship manager and financial adviser distributing duties between them. Sage CRM for Wealth management companies allow you to assign multiple account managers for various activities
Client Induction and Check Process: Powerful workflow management capabilities allow you to define your own process to induce new client and makes sure that you capture all required information. Define your own logic, process and validation for client Induction process
Know Your Customer or KYC compliance: Mandatory and Flexible KYC definitions allow you to dynamically change and maintain KYC compliance required by Government Authorities. Powerful Escalation rules allow you to define leakage rules in KYC compliance management
Portfolio and Product Management: Unlike Securities Trading Companies, Wealth Management companies offer a comprehensive and dynamic of various investment instruments including equity, Mutual Funds, Gold ETFs, Arts and antiques and other investment avenues. Sage CRM allows you to integrate with external Portfolio Management Systems to give you 360 degree view of your customer.
Relationships and Household Tree: Sage CRM for Wealth Management Companies allow you to define family tree of your client, define relationship and setup complex security rules to allow cross access of Portfolio. An example would Father having access to Portfolio of his children and combined portfolio whereas Child only has access to own portfolio. Household tree also offers many up sale and cross sale opportunities for your sales team
Self Service: Self Service Allows your customers to log in your secure client portal and interact with your team for query resolution, complaint logging and monitoring and on top of it view his/her portfolio online! Secured multiple level security allows you to set complex to break yet simple to use online services for your customers.
Territory based Lead management: Sage CRM allows you to define complex rules for automatic assignment of leads to your sales force; you can define rules based on Salesperson’s territory, specialization, portfolio size, product etc. Lead assignment engine works on top of your defined rules and does auto allocation of leads to be followed up.