Private Wealth Management organizations understand the importance of relationship management in running a successful organization. UnifiedCRM empowers wealth management companies with the tools to more effectively acquire new clients and helps manage ongoing client experiences.
UnifiedCRM for Wealth Management is a full-service, cloud-based CRM solution that is easy-to-use and scalable in any business. UnifiedCRM empowers sales, marketing, and relationship management teams with the tools to reach new in-market shoppers, accelerate the sales pipeline, and establish deeper customer relationships.
To handle the various activities associated with managing clients, wealth management companies usually assign multiple associates to an account and distribute the duties between them. UnifiedCRM for Wealth Management gives you the ability to assign multiple account managers to an account and keep everyone on the same page.
The robust business process automation tools in UnifiedCRM accelerate the client onboarding process and ensure that all required information is captured. In a few simple steps you can define the logic, process, and validation of your client onboarding process.
Compliance automation and workflows give you the ability to maintain compliance with federal, state, and industry regulatory bodies. Sophisticated escalation rules give you the ability to flag and automatically route high-risk accounts to the appropriate compliance officer or authority.
Portfolio and Product Management
UnifiedCRM for Wealth Management gives you the ability to offer an array of investment vehicles in a seamless client experience. Integrate with external portfolio management systems to provide equity, mutual funds, ETFs, arts and antiques, and other investment instruments to your client.
UnifiedCRM for wealth management gives you the tools to build deeper customer relationships while maintaining a high level of control and security. Grant access to the entire account or segment views for certain users. For example, a mother has control over the entire portfolio, but here children can only see their individual holdings.
Self Service Portal
Empower wealth management clients with tools to manage accounts on their own terms. The self-service portal grants your clients access to a secure portal where they can manage their accounts. Clients can view their current holdings, related documents and statements, and you can collaborate with your team.
Territory Sales Management
Manage your sales team with robust automation that keeps each territory operating efficiently. You can build workflows that automatically route leads based on a territory, specialization, portfolio size, or other parameters that you establish.