CRM for Financial Services

MANAGE YOUR CLIENTS, BETTER UNDERSTAND THEIR NEEDS, AND PROVIDE THE RIGHT SOLUTIONS

How does it work? Take a look!

Learn how a tailored financial services CRM solution could give you:
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Manage your clients, contacts and opportunities

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Get a single view of your client relationships, interests and meetings

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Send relevant communications and manage events

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Track the complexity of relationships between contacts, including referrers and investors

Microsoft Dynamics 365 – made for financial services

Whether your firm is in banking, wealth management, mergers & acquisitions, insurance, or investment management, Dynamics 365 will work in tandem with your business and address your challenges.

 

Single view of all relationships across the firm

Management and automation of compliance processes

Document management and e-signature integration

Client/broker portal

Investment application management

Easy creation of newsletters and insight into client engagement

Easy reporting and tracking of investment interests

Event management

 

Trusted by professionals

Cloud9 Insight was quick and collaborative. For us, speed was of the essence. Dynamics 365 is absolutely imperative to the success of our team.

Joshua Rowe

Head of Mergers and Acquisitions, ClearCourse Partnership

Download your FREE eBook

Thinking about embracing digital? In our latest eBook, we explore how you can:

 Identify and improve the client experience
 Get real insight into who your clients are and analyse their behaviour
 Get buy-in from your team and maximise the adoption of new systems
 Successfully manage a business transformation

Go Digital Guide for Membership CRM eBook Cloud9 Insight

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Manage your opportunities, contacts and clients from one place

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Easy integration with your existing software platforms

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Unify your departments with one singular view of client data - say goodbye to spreadsheets!

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Enable clients to access their account via a self-service portal

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Get better insights on your clients and communicate with them more strategically

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Enjoy the peace of mind that comes with a Microsoft product

Useful Resources

CRM for Membership
Your health check session includes:

 

  • Time with our experienced Financial Services CRM Consultants.
  • Analysis of your current systems and your goals
  • Provision of a business health score, measured against other firms in your sector
  • Guidance and suggestions for improvement