avtor: Global ITS

GITS Wealth CRM for Dynamics 365 Customer Engagement

The companies who are managing finance, investments of large corporates, and individual investment portfolios must be on their toes to upgrade their systems, processes, and customer acquisition strategy. For a wealth manager, a relationship with the clients is a pivotal responsibility. Only with the robust technology and systems will have complete details to convince and attract customers and keep traveling in the success path.

G Wealth-CRM which is built on Microsoft Dynamics 365 Customer Engagement can empower wealth management firms to easily manage investments, client relationships, case management, travel approvals. It allows you to get a complete 360* view of customers by drilling down to deal details, portfolio details, financial data, and reports with a single click.  G Wealth-CRM is a robust system that handles nuances of customer relationship management. It helps to generate leads, manage investments, handle customer complaints, follow KYC norms, etc.

Key Features of G Wealth-CRM

  • Special Purpose Vehicle (SPV)
  • 360-degree Customer Overview
  • Case Management
  • Lead and Marketing Management
  • Business Travel Request and Approval
  • KYC and Compliance
  • Reports and Dashboard
  • Dividends
  • Cash Positions
  • Boost Sales
  • Client Portal
  • Portfolio Analysis

Hiter pregled