With the emergence of social media, email, and other forms of communication, Financial Service companies reach out to customers in various ways. Combine that with the complexity of keeping up with the many ways your customers are investing in financial products and you soon understand the need for a 360-degree view of your customers.
We offer a CRM for Financial Service companies looking to track and manage every customer interaction - from investment transactions to marketing emails to sales calls - in a single view. The product’s flexibility allows your business to provide a highly personalized experience for every business account and individual client.
Contact us to learn more about OroCRM's capabilitiesContact Us
Advisors Excel's challenge was to reduce organizational “drag” when moving information between them and their advisors. Since each of their Advisors is independent and typically self-employed, Advisors Excel wanted a single platform that could be used among a variety of unique businesses.
See all customer account and financial information in a single customer view. Organize communication across all sales and marketing teams into a single location so you have a clear view of all customer communication.
Allow Financial Services Professionals and Customer Service teams the ability to provide simplified customer service to customers based on their complete account information.
Integrate key 3rd party data like financial account information, life insurance policy information and investment products owned, allowing you to truly understand your customer.
Market to customers at key moments – like birthdays or major financial milestones, such as retirement, job change, or graduation of a child.