Microsoft CRM Solution for Wealth Management and Private Banking
Wealth management companies need more than just a good portfolio management to grow their clients' net worth. They require enabling business processes and technology infrastructure in the form of an integrated customer information system to effectively manage their client's wealth.
Infosys' CRM Solution for Wealth Management helps users deal with compliance complexities through its comprehensive Due Diligence and Know Your Client features.
All users are granted system access, with the solution allowing role-based view of data. It eases portfolio management, asset allocation, and document tracking. The solution helps maintain a detailed client profile allowing money managers to render client-specific services, ensuring enhanced efficiency and greater customer satisfaction.
The product and portfolio management feature enables easy maintenance, without users needing to browse through multiple spreadsheets to extract data snapshots. Companies can map financial products to client portfolios and add new products to the bank's catalog.
The audit and relationship tree feature of the solution tracks changes made to sensitive data offering a flexible view of complex client inter-relationships at the household level.
The Infosys Advantage :
- Custom-built capabilities to improve relevant information capture such as Know Your Client and Due Diligence
- Reduced lead time by interfacing with other Microsoft technologies
- Customized dashboard for quick access to information relevant to the appropriate user role
- Provides a 360° view of the account through relationship tree, with drilldowns