Touchstone Client Manager
Microsoft Dynamics CRM for Corporate Broking &
Finance
The Financial Services Industry is a complex and rapidly changing
sector where companies are expected to deliver faster, more
tailored services to satisfy an ever-demanding client base whilst
retaining client loyalty. Putting the client at the centre of the
business requires accurate, relevant and timely information.
Touchstone Client Manager for Corporate Broking and Finance is
built on the market-leading Microsoft
Dynamics CRM platform. The proven power of this system
in building long lasting client relationships across multiple
business functions has been tailored by Touchstone to deliver a
financial services specific solution.
Touchstone Client Manager enables your business to:
- Improve customer service and retention
- Deliver specific and targeted marketing campaigns
- Innovate up and cross selling practices
- Build additional competitive advantage
Touchstone Client Manager gives you
the ability to:
- Increase client retention, reduce
internal operational costs
- Extend client profiles and
classification for efficient targeting
- Construct detailed, multi-faceted
relationship models including networked spheres of influence
- Drill down into complex relationships
using the graphical workflow functionality
- Monitor client interaction,
communication history, and associations
- Create, manage and deliver
interactive web-based reports
- Access audit logs with full audit
trails to assist with regulatory compliance
- Run strategic marketing campaigns,
track response rates, and measure ROI
- Manage opportunities, perform
periodic reporting, and analyse trends with KPI Executive
Scorecards
- Assess existing and future
investments with risk profiling and return expectancies
- Share records and assignments safely
and securely through the role-based security matrix
- Schedule meetings, manage client
information, and track opportunities as effectively on the road as
in the office with advanced wireless technology
Application Highlights Include:
- Easy to Use: Client
Manager for Financial Services functions through either Microsoft
Outlook or a Web browser, ensuring that there are no additional
applications to open or learn. The familiar interface results in
broader user adoption and higher productivity.
- One View of the
Client: A fully integrated client view with detailed
profiles that include support records, account portfolios,
relationship networks, households and client history.
- Pro-active Client
Support: Needs-based planning and analysis allows Account
Managers to deliver the right product, to the right client, at the
right time.
- Fast to Implement and
Integrate: Seamlessly integrates with most existing
operating environments as well as traditional back end financial
applications. Leveraging the power of Microsoft BizTalk Server to
integrate third party applications, Client Manager for Financial
Services incorporates standards-based web services to provide
real-time data feeds.
- Low Total Cost of
Ownership: Delivers the vital functionality that financial
services organisations need right out of the box, significantly
reducing customisation and integration costs.
