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

G-Wealth-CRM

avtor: Global ITS