CRM for Wealth Management
CRM for Wealth Management, powered by the Microsoft Power Platform, empowers advisors with insights to personalize client engagement, predict client needs, and strengthen trusted advisor-client relationships.
Tailor-made for Financial Advisors
To remain competitive in an increasingly competitive financial advisory sector, RIA’s, family offices and enterprise wealth management firms need a modern CRM solution that advisors will embrace – because it improves advisor productivity and facilitates an outstanding client experience.
This easy-to-use agency management system is built on the Microsoft Power Platform, and integrated with the familiar productivity tools financial advisors use today, like Microsoft 365 (Outlook, Word, Excel, and more).
How It Works
Turn Relationships into Revenue
What It Looks Like
Benefits
Client and household profiles bring everything together into a single view helping make your interactions more relevant and tailored to your client’s needs and objectives.
Quickly view household information from a client perspective with intuitive drill down capabilities into extended family relationships for a more holistic view of the family dynamic.
Automate repetitive manual tasks and eliminate duplicate data entry with automated workflows that drive efficiency and consistency in your client engagement.
Show your clients you know and care about their needs. Track client contacts centrally, create nurture campaigns to strengthen ties, and segment households to align the right products and services based on financial capacity and potential.
Conduct integrated, multichannel marketing campaigns and track response and close rates. Track client referrals and manage the impact they have on your book of business.
Easily tag and segment clients and leads so they are easily tracked through the client and prospect life cycle.
Empower advisors and service staff with the tools and information they need to deliver high-quality, personalized service efficiently and profitably during all interactions, across multiple channels.
Track key performance indicators across the agency through real-time dashboards and reporting.
Integrated with Microsoft SharePoint, a document library offers robust, secure file storage, while allowing for document sharing and collaboration with colleagues.
Automated alerts and easy-to-configure workflows create efficiencies across the firm, from information capture, date sensitive action items, consistency in client messaging, and much more.
A familiar, easy-to-use Microsoft interface, and integration with productivity tools, such as Outlook, Excel and Word, ensures faster user adoption and a lower cost of learning.
Get up and running in days, not months. CRM for Financial Advisors is built on the Microsoft Power Platform which provides a Microsoft Cloud deployment providing the world-class security, data governance, and compliance you expect from Microsoft.