Increase Assets Under Management and satisfy regulatory compliance with Dynamics
CRM cloud offering
Transform client relationship with Social CRM solutions to provide greater insight
into your clients and offer services based on tailored client experiences.
Small banks to established global companies can have their process implemented as
part of SAI customization engagement.
Dynamics CRM framework allows to implement a highly individualized wealth management
solution based on following features
- Sales management, pipeline reporting, and analysis
- Lead tracking and prospect management
- Marketing lists – Automatic creation based on demographic information or other parameters
- Easy Lists – Holiday card or monthly touch point lists
- Know your clients to obtain full visibility of client goals, and risk tolerance
- Present and past client tracking with consolidated notes, and documents
- Household and individual account management with ability to track and report total
capacity and potential
- Financial accounts, holdings, and interests in the context of relationship and activity
- Team activity collaboration, with customizable feeds
- Alerts to notify potential client issues or needs
- Compliance workflow to monitor regulatory requirements
- Security model based on individual and team-based security;
- Integration with Microsoft Office platform tools like Outlook, Word, and Excel,
for easier reporting and mail merge
- Support for document management solution
SAI CRM for SAI CRM for Wealth Management solution is built on Dynamics CRM platform
and provides wealth managers an enterprise wide 360-degree view of client interactions incorporating
integrated financial data on portfolios, accounts, positions, transactions and performance.
Relationship Manager will have a close advisor/client interaction and collaboration.
The solution can be a single, scalable, integrated, advice and fulfillment platform—bringing
together customer interaction channels with decision-making and execution systems.
SAI CRM solution provides the following elements
Client acquisition and management
360 degree view of clients and prospects with integrated management tools such as
contact management, client data aggregation, and customer insight delivery
Client on boarding
Opportunity to sell new products, dialog to guide in data gathering, and automatic
generation of contracts
Unified Managed Account
Proposal generation for third party advisors for UMA offering
Know your client
Compliance is implemented by capturing right information and necessary workflow
for validation and approvals
Advice and investment engines
Support for needs assessment and financial planning process
Financial transactions
Execution and monitoring of internal and third-party transactions as agreed upon
with the client
Risk management
Transactional activities to comply with client instructions and risk tolerance
Relationship group and households
Rollups of households within family or group and support for roles like Accountants
or Attorneys
Team Collaboration
Tailored updates of feeds for changes, assignments and discussion on clients, documents
and process
Advisor performance management
Track financial advisor performance against sales goals, and established service
levels
Dashboard and reports
Built in portfolio and performance data reports, for various users like advisors,
supervisors, and branch managers
Access anywhere and anytime
Outlook on CRM and Mobile support for BlackBerry, iPhone and Windows Mobile devices
Wealth Managers can achieve short term initiatives of secure client retention, as
well as longer term objectives that recognize and address their clients concerns,
allowing themselves to enhance acquisition of new clients .
- Financial advisors can understand the changing nature of client demands and proactively
work to meet these demands
- Tailor product offering and services based on effective client segmentation, and
hence aligning to client needs
- Move clients up the value chain by providing complex and high value products
- Provide self-service where it is preferred by client base and allow company to add
premium and exclusive service when required
- Ability to offer range of products to clients beyond any individual Relationship
Manager's knowledge
Solution Sheet
Gain competitive advantage in Wealth Management by profitable customer relationship.
SAI CRM solution can help understand the true value of clients.
SAI CRM Solution Point of View

Wealth Management