Touchstone Industry Solutions
Our specialised clients chose to work with Touchstone as we
have developed customised functionality that meets the needs of
their industries out of the box. Find out more about these
solutions using the links below:
- Touchstone Wealth
Management
A comprehensive suite of integrated applications based on Microsoft
Dynamics CRM offering flexible and functionally rich solutions that
can be easily tailored to suit the business requirements and
changing needs of the Wealth Management industry, specifically for
Trust, Estate and Company Administration, Fund Manager
Administration, and Private Equity Administration.
- Touchstone CRM for Professional
Services
When managing a project, it’s common for a project manager and
consultants to have to interact with multiple systems. Touchstone’s
unique offering allows a consolidation of planning, resource
scheduling, timesheets, expenses and invoice tools to provide
project managers and consultants with the opportunity to complete
all aspects of a project within a single application, embedded in
the familiar Outlook environment.
-
Touchstone CRM for Private
Equity
Comprehensive customer relationship management from the best of
breed solution enables firms to build long-lasting, profitable
client relationships. Touchstone has harnessed the power of
Microsoft Dynamics to deliver solutions covering financial and
customer relationship management (CRM) tailored specifically for
the sector, increasing performance-levels and empowering staff.
-
Touchstone CharityPoint for
Fundraisers
A complete donor management and fundraising application built
on the Microsoft Dynamics CRM software
platform. It offers Not for Profit organisations a fully
integrated system, delivered through the familiar and intuitive
Microsoft Office Outlook environment. It enables organisations to
focus on the effectiveness of fundraising efforts to ultimately
provide maximum support to their beneficiaries.
- Touchstone Employer Engagement
Manager (TEEM)
Using a Microsoft Dynamics CRM software
platform this solution has been developed exclusively
for Colleges of Further Education. TEEM has been designed to
reduce the time needed to modify screens to be more
college-friendly and to deliver standard reports required by senior
management teams and auditors. Easy report generation ensures that
colleges of further education have the opportunity to gain rapid
insight into their employer engagement activities and be measurable
against targets much more quickly and accurately.
- Touchstone Client Manager for
Corporate Broking & Finance
Built on the market-leading Microsoft
Dynamics CRM software platform, this
solution allows Corporate Broking & Finance
organisations to build long lasting client relationships
across multiple business functions to: improve customer service and
retention; deliver specific and targeted marketing campaigns;
innovate up and cross selling practices; and build additional
competitive advantage.