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Relationship Management
WealthSpectrum provides integrated industry vertical CRM functionality to support customer centric operation with 360 degree customer view for smooth interaction - portfolio, financial data and reports, account specific notes and outstanding actions.
Contact Management
- Notes linked to an account can be entered and retrieved.
- Account specific actions can be entered, delegated and tracked till fulfillment. Notes can be linked with actions. Examples of action are - call, meet, send mailer or forms, send e mail, send invitation, send birthday greetings etc.
- Actions and related notes are linked to calendaring and scheduling.
- Alerts and reminders for actions.
- Fulfillment - actions can be viewed by action type and flagged as completed on fulfillment.
- Pending and overdue actions can be reviewed.
- Bulk actions covering a group of selected accounts can be generated. Accounts can be selected using powerful multi criteria selection query system for targeting investment and cross selling opportunities.
- Integration with MS-Outlook for notes, contacts and scheduling.
Campaign Management
- Basic campaign functionality for targeting selected accounts.
- Accounts can be selected using powerful multi criteria selection query system.
- Bulk actions for campaign can be generated thru system.
- Typical campaign may have a series of steps till closure of each prospect.
- Milestones can be defined and reviewed any time.
- Status of each prospect can be reviewed.
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