WORKBOOKS CRM FOR FINANCIAL SERVICES
Anticipate the needs of your clients, increase client retention, streamline reporting and gain access to the audit tools you need to manage regulatory compliance.
- Manage all your data in one place; not just client data, but also the data of other subsidiaries, partners, referral sources, business units and legal entities.
- Enjoy a 360 degree view of client acquisition and service information, enabling you to anticipate client needs and increase client profitability by capitalising on cross-sell and up-sell opportunities.
- Never overlook engaging with your clients, and ensure timely touch points, with Workbooks activity management capabilities.
- Keep up with financial reporting standards and gain access to real-time management and business information with the Workbooks reporting engine.
- Manage compliance using the Workbooks audit module.
- Automate key client touch points such as client support case management.
- Benefit from full integration with your accounting package, minimising the risk of manual error or duplication of effort and ensuring consistency of data across the business.
- Synchronise your Outlook calendar, meetings, tasks and contacts, ensuring all client communication is captured by your CRM.
- Manage email campaigns, events and conferences, and accurately measure the return on your marketing investment.
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