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CRM for the Wealth Management Industry

Invest in increasing market share and portfolio size.
Customer relationship management software for wealth management firms has to be sophisticated and flexible to adapt to changing conditions. Securing and maintaining client information, while meeting industry-specific compliance guidelines, isn’t easy for a generic CRM solution. Designed for the needs of financial institutions, Wealth Management CRM software provides wealth managers, and hedge fund and portfolio managers with a 360-degree view of client interactions.

Benefits for Your Financial Institution
  • Build stronger customer relationships. Capture, centralize and share client information in a secure database. Wealth Management CRM gives you a 360-degree view of your client or household. Comprehensive insight helps you make recommendations tailored to each client’s needs.
  •  Create and manage marketing campaigns and client communications that inform and build stronger relationships.
  • Automate common administration processes to improve compliance and free advisors to spend more time on client relationships.
  • Manage risk by tracking all communications related to clients, sponsors and products.
  • Gain immediate visibility into asset allocation, client performance and performance history based on your clients’ needs.
  • Easily configure reports to meet your firm’s specific needs.
  • Work from anywhere with mobile access to your calendar, contacts and activities.

To ensure your success, BrainSell’s CRM consulting services establish a sound CRM implementation strategy tailored to your business needs. Whether you are creating your first Wealth Management CRM system, replacing an existing one, or customizing your CRM application, our experienced CRM consultants provide the strategic guidance and hands-on expertise you need to get the most from your Wealth Management CRM.

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