Ready-to-use CRM combining mobility
with the best practices of Financial Services.
Serves Wealth Managers, Multi Family Offices, Investment Banking, Advisors, Financial Consultants, and other financial institutions where a differentiated customer service is provided.
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SPECIAL FEATURES
- Reports the prospecting process
- Sales Force activity reports by sales executive, or by team
- Records individual, corporate or multiple combinations of clients.
- Integrates with Google/Outlook agenda and e-mail, among others
- Issues mailing lists and lists by interest, objective and product
- Groups and/or segments clients
- Registers international accounts and assets
- Runs in any Internet browser (mobility)
- Follows Anbima best practices codes
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DOCUMENTS AND REGISTRATIONS
Clients
- Profile compatible with Administrators’ and Assets’ terms and contracts
- Documentation and Compliance support
- Segmented by indication, distributor and service level Mandate and allocation
- Investor Profile (risk tolerance)
- Wealth Planning with follow-up
- Simulation/project (resources allocation)
- KYC, PEP, Fatca
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Other Features
Client Management
- Registers every assessment segmented by type
- Prospecting, meetings, calls and events follow up
- Tasks and meetings agenda, featuring invite
- Emails archived by corresponding Client
- Profile quality and completeness measuring
- Task automatically scheduled for expiration dates
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Financial Data
- Distributors, administrators and assets profile
- On and Offshore bank account
- Fixed Income, hedge funds, equities, derivatives, etc.
- Funds profile and fact sheet
- Pension Funds regarding tax option and beneficiaries
- Investor volumes, portfolio position by asset
- Registers deposits and withdrawal ticketing
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Services
- Power of attorney (bank)
- Structures/Ventures
- Life insurance, health insurance, and others
- Credit cards
- Exchange (investment in foreign currency)
- Hired service (third party billing)
- Income Tax Returns (follow-up)
- BACEN declarations (follow-up)
- Venture Capital
- Will and testament (follow-up)
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FUNCtIONALITIES
- Portfolio view by importing the client’s financial position from any system or spreadsheet
- Deposit/withdrawal ticket and workflow integrated to the client’s history
- Portfolio reports' quality assured by workflow
- Activity report segmented by team
- Client list restricted by user profile
- Access to client data editing restricted by user
- Initial panel with alarms and scheduled tasks
- Customizable dashboard preserving corporate image (Logo, CSS, cloud address and e-mail address)
- Issues mailing lists e other reports, and exports it as XLS and/or PDF
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