If you are a financial services provider looking for a centralised system with secure and real time access to your client’s portfolio? You have come to the right place.
We’ve worked with financial services organisations big and small, since 2001, and understand the complex processes and legislation requirements of the sector. We have a range of solutions to help you improve client portfolio management with regulatory compliance and protection of the sensitive customer data.
Why Us? Success StoriesGet a 360 degree view of your customers to improve customer satisfaction and increase loyalty.
Utilise time and resource effectively, nurturing leads from the first contact through to the final sale.
Use business intelligence and data insights to identify opportunities for cross sell and up sell increasing revenue from your customer base.
Send targeted offers to each customer based on their individual profiles, risk tolerance and needs.
Utilise inbuilt workflows to automate administrative tasks to increase productivity for maximum efficiency.
Customise your CRM solution to match your business processes, products and services.
Link your CRM database to existing solutions and view all customer data in a single system.
We know every business is different and will work with you to understand your needs and make personalised recommendations.
We understand the security and privacy expectations of your industry and will meet them with our industry-leading security standards.
Our solutions enable you to harness your customer data to increase service levels and in turn, sales, while reducing operational costs.
