Comprehensive system for all financial activities, sales and marketing and operations.
360° point of view of all customers, agents and agencies.
Portal and organizational entry to investment house.
Strengthening the relationship with the customer and management of customer communications by:
Joining new customers&customers service.
Marketing campaigns.
Operational systems with financial operators.
Banks, trading systems and stock market.
Portfolios management.
Customer preferences.
360° point of view of holdings and client assets.
Defining work processes, operations, sales and service processes with focus on the customer, all using the most advanced technology, connectivity to operative systems, communications and portable devicess.
Promoting the variety of customer services of the investment house by: :
Joining new customers&customers service.
Sales & Marketing Network.
Customer service & Agents and Agencies.
Telemeeting.
Operating systems and connection with trading systems.
On-Line synchronous & asynchronous interfaces to banks, trading systems and stock market.
Dynamic link to the company website.
WiseCRM Finance is implemented in investment houses and also fits for others businesses in all sizes.
