CRM Solutions for Wealth Management

GaleForce CRM for Wealth Management is a highly tailored CRM solution designed specifically to meet the unique requirements of managing high net-worth, emerging affluent and mass affluent clients. The solution was carefully crafted to address the unique business processes, security requirements, team roles, workflow and terminology specific to Wealth Management and Private Banking organizations.

GaleForce CRM for Wealth Management delivers

• A complete client view including portfolios, relationships, interaction and transaction history, within Microsoft Office Outlook® for easy user adoption
• Views of consolidated customer information customized to individual user needs, that help increase financial advisor and client service team productivity, and drive better decision-making
• Targeted marketing that helps you offer the right solution to the right client at the right time.

GaleForce CRM for Wealth Management helps you deliver a personalized experience, while increasing share of wallet and providing high levels of security for sensitive client data.

Works the Way Your Financial Advisors Work

• Fully integrated within Microsoft Office Outlook, so all client information including portfolios, households and relationships, email communication, appointments and transaction history are captured and managed within a single interface.
• Further enhance productivity with online and wireless mobile access
• Share client data on an as-needed basis with other team members, with forms and views customized to match each individual’s role and responsibilities
• Automate routine tasks such as call list creation, call plans, mail and email campaigns and activity reports

Works the Way Your Wealth Management Firm Does

• Retain corporate memory when employees change roles or leave the organization
• Gain visibility and insight into individual, team and client performance
• Deliver accurate forecasting based on historical and current trends
• Maintain security and confidentiality of client data
• Create demand with highly targeted, cost-effective communication that you can measure

Works the Way IT Needs It To

• Leverage your corporate investment in Microsoft software, including Office, SQL Server 2000/2005, Exchange 2000/2003, SharePoint®, Active Directory®, and BizTalk Server 2004®
• Provide robust manageability, reliability and scalability
• Support information disclosure requirements with field level security and data auditing
• Reduce customization costs and deployment time

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