CRM for Financial Planners, Investment Advisors and Financial Services

SAI > Dynamics CRM > Wealth management

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.

Components of Wealth management solution.  SAI CRM solution offers holistic view of customer by integrating various tools and multiple financial systems.

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 .

  1. Financial advisors can understand the changing nature of client demands and proactively work to meet these demands
  2. Tailor product offering and services based on effective client segmentation, and hence aligning to client needs
  3. Move clients up the value chain by providing complex and high value products
  4. Provide self-service where it is preferred by client base and allow company to add premium and exclusive service when required
  5. 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.

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Wealth Management