CRM purpose-built for financial services
Now there is a superior option for financial services organisations that want to outperform in today's highly competitive marketplace.
GaleForce CRM is a purpose-built customer relationship management (CRM) solution designed specifically to meet the unique requirements of
- Wealth Management
- Capital Markets
- Investment Banking
GaleForce CRM for Wealth Management, CRM for Capital Markets, CRM for Banking and CRM for Investment Banking solutions have each been crafted to deliver a solution that exactly matches your needs, through a combination of tailor-made line of business functionality, pre-built integrations, add-on modules, plus a development platform that can be used to further tailor the solution to work exactly the way your users need it to.
Integrated With Microsoft CRM & Microsoft Outlook
Based on Microsoft® Dynamics CRM technology, the GaleForce CRM for Financial Services solutions include powerful new financial services-specific functionality plus all the features of Microsoft CRM 3.0. The GaleForce CRM for Financial Services 3.0 suite provides:
Deep Integration and Leverage
GaleForce CRM delivers a native Microsoft Outlook® experience, leverages company's existing investment in other Microsoft software and offers pre-built integration into systems such as Thomson ONE™, Reuters™, Metavante™, Jack Henry and more.
GaleForce CRM delivers visibility and insight into individual, team, client and overall business performance with role-based analytics and reporting.
GaleForce CRM's team presence detection, secure instant messaging (IM) and voice over IP (VOIP) support delivers significant improvements in team collaboration, while integrated document management, team sites, routing and workflow, and advanced search improve team efficiency and effectiveness.
The GaleForce CRM security infrastructure, including field-level security and rules-based forms and views, prevents unauthorised access to sensitive customer data down to the field level, helping financial services firms adhere to rules and regulations governing information retention, money laundering, and managing, auditing and protecting personal financial information
100% Financial Services 100% CRM 100% Microsoft®
Unlike other CRM providers, GaleForce Solutions has only one focus - creating client relationship management solutions for the financial services industry.
The GaleForce team includes recognised experts in financial services technology who pool an unequalled depth of experience in CRM, business intelligence and systems integration.
GaleForce has harnessed this expertise to create robust CRM solutions that offer 90% or more of the functionality Wealth Management, Capital Markets, and Commercial and Retail Banking organisations tell us they need.
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