Galeforce CRMSuites
GaleForce CRM, based on the Microsoft Dynamics CRM infrastructure, offers financial institutions a highly flexible solution that addresses the unique environments, security requirements and other mission critical needs of each major financial services area of specialisation.
GaleForce CRM for Wealth Management
GaleForce CRM for Wealth Management is an out-of-the-box CRM solution
designed specifically to meet the needs of financial advisors, account
and portfolio managers at wealth management firms.
The solution delivers the ability to manage extensive client account
detail and personal information, enabling users to provide high net
worth individuals personalised investment strategy and services.
GaleForce CRM for Wealth Management includes functions and modules
designed specifically for the business processes and regulatory
compliance support requirements of the wealth management sector.
Enterprise modules are also available to further extend GaleForce CRM
for Wealth Management functionality.
Best of all, GaleForce CRM for Wealth Management works the way you work
- within Microsoft Outlook, integrating industry-leading CRM in the
first application you and your staff open every day.
GaleForce CRM for Investment Banking
GaleForce CRM for Investment Banking is an out-of-the-box CRM
solution designed specifically to meet the needs of investment bankers
and support staff.
The solution delivers timely intelligence on the profitability of
complex opportunities, and required action on deals.
GaleForce CRM for Investment Banking draws on back-end data to segment
customers and prospects for team assignment and decision support
specialisation. The solution also complies with the privacy and security
requirements of the current regulatory environment.
Enterprise modules are also available to further extend GaleForce CRM
for Investment Banking functionality.
Best of all, GaleForce CRM for Investment Banking works the way you work
- within Microsoft Outlook, integrating industry-leading CRM in the
first application you and your staff open every day.
GaleForce CRM for Banking
GaleForce CRM for Banking is an out-of-the-box CRM solution designed
specifically to meet the needs of client-facing staff of commercial
banks, retail banks and credit unions.
The solution draws on enterprise-wide core processing and transaction
systems to provide retail staff holistic views of customer information,
allowing relationships to be deepened, and facilitating up-sell and
cross-selling opportunities.
Commercial lenders can use the solution to gain insight into customer
product and service usage, creating a platform for deep interaction.
Enterprise modules are also available to further extend GaleForce CRM
for Banking functionality.
Best of all, GaleForce CRM for Banking works the way you work - within
Microsoft Outlook, integrating industry-leading CRM in the first
application you and your staff open every day.
GaleForce CRM for Capital Markets
GaleForce CRM for Capital Markets is an out-of-the-box CRM solution
designed specifically to meet the needs of securities broker dealers, bond
and mutual fund brokers and dealers, and research and investment
professionals in the capital markets.
The solution integrates information and research sources with CRM
functionality, including the ability to access an audit trail of interaction
between research, sales and trading teams.
GaleForce CRM for Capital Markets provides critical client management
features, such as the ability to use call lists to match prospects to
"in-play" lists.
Enterprise modules are also available to further extend GaleForce CRM for
Capital Markets functionality.
Best of all, the product works the way you work - within Microsoft Outlook,
integrating industry-leading CRM in the first application you and your staff
open every day.