Increase Market Share and Portfolio Size with SalesLogix
Technology adopted by financial services firms has to be flexible to adapt to changing conditions, secure to maintain client information and meet compliance guidelines, but easy for employees to start using right away. And above all, it must be client-focused.
Sage SalesLogix provides advisors, hedge fund and portfolio managers, and other client-facing teams with a 360-degree view of client interactions enabling them to provide better service, have more meaningful conversations, and anticipate client needs.
Build long-lasting client relationships that attract new business from referrals and sustain customer loyalty.
Implement security by employee role and/or access to specific data fields, to ensure the right people have the right access to the right information.
Increase sales advisor or portfolio manager productivity through the opportunity cycle and drive deals to close.
Download our complimentary eBook, "Relationship Equity: Securing a Scalable Client Relationship Management Strategy in Financial Services" and learn how to improve your ability to develop productive, long-lasting, and satisfying relationships with your clients.
Key Benefits to Your Business
- Track investments, client/household information, history/notes, transactions, and other vital information in one consolidated view.
- Receive alerts when thresholds are met based on your clients’ portfolio performance, so you can take action quickly.
- Securely access and work with client information from your iPad®, iPhone®, Android™, or Blackberry®.
- Keep track of all front- and back-office interactions and transactions with your clients for future reference and auditing.
- Automate workflow to help ensure important tasks aren’t overlooked such as steps necessary in a compliance procedure or client intake process.
- Manage deals in the pipeline or even track retainer fees with opportunity management and forecasting features.
- Gain immediate visibility into business performance from dashboards and Key Performance Indicators (KPIs) to help you make strategic decisions based on facts.
Empower your brokers and build strong client relationships, with Wealth Management/Investment Banking Financi$Logix from Brainsell.
Find out more about Brainsell's solution.
Infinity Info Systems, designed for hedge, private equity funds and other buy-side institutions, gives managers quick access to secure, retain, and serve clients.
Get more information about Infinity's solution.
Designed primarily for wealth managers, family offices, banks and trusts, institutional managers, hedge funds, mutual funds and funds of funds with Unapen's ClientLogixTM
Get more information about Unapen's solution.
