CRM

Key to successful customer communications

Financial professionals are required to stay within parameters with respect to trading and portfolio management and to follow compliance rules set out by the firm. Since the activities financial professionals need to perform sometimes detract from being able to communicate effectively and efficiently, they also need to improve their client communications. All activities in this area have to do with planning, in order to meet the objectives financial professionals have set with their clients and their firm.

Issues and consequences of using the wrong tool:

• Inaccurate portfolios
• Loss of clients trust
• Loss of productivity
• Weak client communications
• Multiple sources of information
• Difficulty to meet objectives
• Complexity to identify the breakdown of an activity
• Difficulty to gather information that has gone astray
• Incomplete instructions and/or tasks improperly performed
• Different software used to execute a variety of tasks (Portfolio management system, Outlook, CRM, etc.)

Solution

The CROESUS portfolio management solution addresses some of the complexity and challenges you face when using various softwares to perform different tasks.

CROESUS, as a component of your financial professional tool kit, helps you to:

• Source information
• Increase productivity
• Identify data problems
• Track down information quickly

For example, we can assist in:

• Export to Excel
• Synchronize with Outlook
• Connect to multiple custodians
• Customize and group reports together
• Import external data into the database
• Integrate with third party software providers

Using a single database to manage every aspect of your clients data gives you the agility and control to quickly address customer demands, efficiently create model portfolios and fulfill management needs.