CRM Solutions for Financial Services

Wealth Management and private banking have experienced tremendous changes over the last 5 years-as a result of customer demand for more personalised, sophisticated and transparent service.

Now there is a superior option for financial services organizations that want to outperform in today’s highly competitive marketplace. ePartners have aligned with the leading Microsoft CRM ISV for Financial Services, GaleForce Solutions. GaleForce Solutions has introduced four purpose-built customer relationship management (CRM) solutions — designed specifically to meet the unique requirements of Wealth Management, Capital Markets, Retail Banking and Private Banking.

GaleForce CRM for Financial Services solutions offer exactly what financial service providers need. Each one has been crafted to allow you to create a solution that exactly matches your needs, through a combination of tailor-made line of business functionality, add-on modules, customized front and back office integration and a development platform that can be used to further fine tune the solution to work exactly the way your users need it to.

Leveraging Microsoft Dynamics™ CRM

Microsoft Dynamics CRM was built to help companies build lasting customer relationships across sales, marketing and customer service. To meet the specific needs of the financial services industry, Microsoft looked to GaleForce Solutions. GaleForce leveraged the power of the Microsoft Dynamics CRM 3.0 architecture to create GaleForce CRM for Wealth Management, designed specifically to meet the unique requirement of managing and optimizing high value financial services clients.

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“The fact that GaleForce CRM interacts so tightly with Outlook was a key factor in our decision to deploy this solution, and it separated this product from all the other ones we were looking at.”

Mark Debes,
Senior Vice President,
The Fauquier Bank
Boston, MA, USA