The Holistic Approach to Wealth Management CRM
Client Engage is the front-office customer relationship management solution. It provides an easy-to-use wealth solution based on Microsoft Dynamics 365 to efficiently and effectively manage clients, orchestrating interactions and communications.
Business Capabilities
WEALTH MANAGER CRM
360° view of client data, investments, assets and relationship, communication store & tracking (emails, calls, meetings agenda)
DIGITAL TRANSACTION MANAGEMENT
Managing all stages of digital contract process in a paperless way, including electronic signature and archiving
Features
360° view of client data, investments, assets and relationship
Integration with portfolio management for portfolio insights
Onboarding processes via configurable business process flows
Dashboard views with upcoming diary, tasks and approvals
Account maintenance processes
Tracking visit reports with follow-up tasks
Communication center for in & outbound communications
Two-way secure messages with workflow capabilities and case management
Business processes flows for payments and transfer instruction
Configurable security model for individual and teams
Key Benefits
Combine financial & personal data in one end user experience
Keep you connected with clients and prospects
Be more effective in your day-to-day tasks
Maximize efficiency and drive higher revenue
Reach long-term business objectives and goals
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