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Unleash the power of technology  and make

your customer feel the “WOW” factor

In the 21st century, everything in the world has changed at a rapid speed so does technology and customers. Today every second, company are pumping out millions of details to consumers and they are filled with unwanted data, facts, and details. Customers have a plethora of choices to make. They demand and command in the marketplace. Companies are making out marketing strategies to attract, retain and grow the customer base and build brand loyalty. The Financial Services sector is no exception and has gone through drastic changes in the past decade. The advent of the latest technology, high usage of mobile phones, growth of the internet paved a strong foundation for the digital transformation journey.

The companies who are managing finance, investments of large corporates, and individual investment portfolios must be on their toes to upgrade their systems, processes, and customer acquisition strategy. For a wealth manager, a relationship with the clients is a pivotal responsibility. Only with the robust technology and systems will have complete details to convince and attract customers and keep traveling in the success path.

G Wealth-CRM which is built on Microsoft Dynamics 365 Customer Engagement can empower wealth management firms to easily manage investments, client relationships, case management, travel approvals. It allows you to get a complete 360* view of customers by drilling down to deal details, portfolio details, financial data, and reports with a single click.  G Wealth-CRM is a robust system that handles nuances of customer relationship management. It helps to generate leads, manage investments, handle customer complaints, follow KYC norms, etc.

In the 21st century, everything in the world has changed at a rapid speed so does technology and customers. Today every second, company are pumping out millions of details to consumers and they are filled with unwanted data, facts, and details. Customers have a plethora of choices to make. They demand and command in the marketplace. Companies are making out marketing strategies to attract, retain and grow the customer base and build brand loyalty. The Financial Services sector is no exception and has gone through drastic changes in the past decade. The advent of the latest technology, high usage of mobile phones, growth of the internet paved a strong foundation for the digital transformation journey.

The companies who are managing finance, investments of large corporates, and individual investment portfolios must be on their toes to upgrade their systems, processes, and customer acquisition strategy. For a wealth manager, a relationship with the clients is a pivotal responsibility. Only with the robust technology and systems will have complete details to convince and attract customers and keep traveling in the success path.

G Wealth-CRM which is built on Microsoft Power Apps can empower wealth management firms to easily manage investments, client relationships, case management, travel approvals. It allows you to get a complete 360* view of customers by drilling down to deal details, portfolio details, financial data, and reports with a single click.  G Wealth-CRM is a robust system that handles nuances of customer relationship management. It helps to generate leads, manage investments, handle customer complaints, follow KYC norms, etc.

Key Features

  • Special Purpose Vehicle (SPV)

  • 360-degree Customer Overview

  • Case Management

  • Lead and Marketing Management

  • Business Travel Request and Approval

  • KYC and Compliance

  • Reports and Dashboard

  • Dividends

  • Cash Positions

  • Boost Sales

  • Client Portal

  • Portfolio Analysis

Special Purpose Vehicle (SPV)

G Wealth-CRM can create SPV to mitigate risk, isolate and securitize assets, and transfer. It helps wealth management companies to handle investments and asset portfolios maintained separately from the parent company balance sheet. G Wealth-CRM protects the parent company against bankruptcy and insolvency.

Customer Overview

G Wealth-CRM provides wealth manager to have a 360-degree view of your customer portfolio and transaction history. It helps to handle customer queries, support, and suggest the best investment options at any given time. G Wealth-CRM helps to anticipate customer needs and wishes to provide a better service at all times.

Lead Management and Marketing Campaigns

G Wealth-CRM has distinct features which handle lead generation and marketing campaigns. Customers can plan and shoot targeted email campaigns, social media campaigns, etc. to generate leads. G Wealth-CRM helps the marketing team to automate the workflow process that can shorten the lead conversion timescales and increase the optimization of the relationship manager.

Boost Sales

G Wealth-CRM enhances wealth management companies to increase their sales performance. The streamlined sales pipeline process helps the relationship manager to gain complete insights about a new customer and existing customer for creating an opportunity to upsell or cross-sell. G Wealth-CRM increases the overall productivity and reduces the cost and eases the complex process of the sales lifecycle.

KYC & Compliance

G Wealth-CRM provides a facility to capture “Know your customer” details at the start of the customer onboarding process. It allows you to upload important KYC documents. Wealth Management companies are under constant watch by the regulatory authority and hence time and again they need to submit and provide crucial details relating to statutory bodies.

Case Management

G Wealth-CRM has an inherent capability to handle customer complaints. It helps customers to raise complaint tickets. A wealth management company can assign the ticket based on the nature of the complaint, resolve it and give them resolution within the stipulated SLA.

Business Travel Request and Approval

G Wealth-CRM facilitates the relationship manager to apply for travel requests for business purposes, and it has an inherent workflow engine that goes through the approval process to finance and management.

Reports and Dashboard

G Wealth-CRM can be seamlessly integrated with Microsoft Power BI tool can drill down in detail all the required reports and dashboards. G Wealth-CRM can aid the wealth manager and other resources to generate personalized and interactive dashboards and reports such as daily schedule tasks, lead reports, total active investors,  dividend reports, deposits reports, etc. in this way the wealth manager can analyze and understand the current financial performance of the company.

Dividends

G Wealth-CRM facilitates the management to allocate and distribute the right dividend based on the percentage of the investment to the clients. G Wealth-CRM can calculate and create an alert to the team for the payment of the dividend. By this, the wealth management company can earn more trust and loyalty from the customer and improve customer retention.

Client Portal

G Wealth-CRM offers the clients (investors) access to the client portal to obtain a holistic picture of their portfolios, wealth, and their account performance. This real-time data can engage the relationship manager and investors to build a strong relationship and make an informed financial decision in terms of investments and other incomes.  G Wealth-CRM creates a unique experience for the investors and relationship manager, with the help of workflow automation client can just click if there is a need for any requirement and in turn, it will alert the relationship manager and the team to look into the investor’s requirement. G Wealth-CRM facilitates the investors to update KYC document and submit in the portal. And they can raise a case ticket from the portal for any queries or issues.

Portfolio Analysis

G Wealth-CRM helps wealth management firms to build a custom portfolio dashboard categorized between current investments and past investments transactions. It shows key information related to portfolio companies such as Target company, Investment cost, business description, asset cluster classification, sectors & sub-sectors, investment date, last valuation, etc. It provides a complete analysis of your assets and their performance.

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