Commence CRM for Wealth Management

Businesses that provide wealth management services have several challenges starting with the need to manage multiple client relationships. The client may be an organization with many employees or an individual with family members such as, parents, siblings or extended family. For many years wealth management firms have been managing client relationships using programs like Excel or a simple client filing system, but these have proven to be inefficient. Data entry and access to client information and history is time consuming and cumbersome and cannot be shared within the organization.

Commence Corporation has created a CRM solution for wealth management that provides a quick and efficient way to Capture, Track, Manage and Share vital customer information with the people that need it to efficiently do their jobs. With Commence, you can capture a complete customer profile and customer interactions such as, telephone calls, notes, activities, and e-mail correspondence. You can capture what services the client has and document the potential for additional services. Schedule follow-up activities, share your calendar, manage and store documents and record fees and time-slips.

With Commence CRM you can even manage deal flow including, the type of deal, the stage in the sales cycle, the forecasted amount, the estimated close date, the probably of closure what services are being offered, who the competition is and if a proposal has been submitted. Having a complete 360 degree customer profile in one centralized system that is accessible 24/7 from anywhere and from any device has shown to substantially improve business performance, close more business and more efficiently manage customer relationships.

Key Features of Commence CRM:

  • Custom Dashboards
  • Activity Management
  • Notes & History
  • Marketing Campaigns
  • Ticket Management
  • Web Site integration
  • Account & Contact Management
  • Lead Scoring
  • Reminders & Alerts
  • Document Library
  • E-Mail Integration
  • Custom Reporting
  • Calendaring
  • Opportunity Management
  • MS Outlook & Google Sync
  • Project Management
  • Customer Portal
  • Analytics