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CRM For Financial Services and Advisors

CRM For Financial Services Software by Salesboom supports business lines for the Financial Services Sector with highly scalable on demand CRM Software and support. Financial Sector is a broad term that includes banks, investment banks, insurance companies (including brokerage, underwriting and reinsurance) and credit card companies for example. You will also find Virtual Banking, Commercial and Private Banking in this category. Financial Services in this sector include stock brokerage services, wealth management, asset and custody services.

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In today's challenging economic climate, plenty of financial services organizations are fighting to differentiate themselves from the competition. However, products, price and distribution models can be imitated by competitors.

Many organizations are finding that the best way to attract and retain clients is to provide an outstanding customer experience. Whether you specialize in delivering products for banking, or insurance, Salesboom cloud based CRM solution helps you enable your employees to develop meaningful and enduring relationships with your clients, while helping to improve profitability and operational efficiency. Industry expertise in all areas is the decisive factor of our corporate philosophy. As long as, we have developed online CRM software specifically for the financial services sector, even in the standard version, this software already covers the majority of your specific requirements.

Our CRM system for financial services meets the needs of the entire financial service sector, our powerful CRM features helps retail banks, private banks, corporate customers, and investment banks as well as by leasing enterprises, banks that provide building loans, asset management companies, insurance organizations and financial sales companies.

The financial services organizations growth is hard to achieve, revenue is under intense pressure, and the actual cost of doing business continues always rise. So increasing share-of–wallet with organizations’ most profitable clients is just as important as acquiring new ones and less costly.

With Salesboom Online CRM software, your institution can nurture relationships that support cross-selling and increase share-of-wallet. Also, we help you initiate marketing campaigns that get the right message in front of the right customer.

Salesboom Cloud CRM software for Financial Advisors and Services addresses and integrates Financial Services organizational requirements from three key areas. Operational, Analytical, and Collaborative. The degree of detail and integration is scalable, and can be modified by users as needed. Salesboom offers solid customer support, training and professional services as needed.

Salesboom CRM for Financial Services offers customers an opportunity to assess, streamline and improve:

  • Operational activities with the automation of basic business processes (marketing, sales, service)
  • Methods of analyzing customer behaviour and incorporating business intelligence strategies
  • Collaboration with customers on multiple communications channels
  • Collaboration between organizational team members to ensure a quality customer service experience and follow up
  • Front and back end integration (supply chain)
  • Workflow and assignment processes

Salesboom is a highly integrated Customer Relationship Management (CRM) software that delivers on-demand capacity to better manage all aspects of delivery in the Financial Services Sector. Salesboom CRM offers integrated information holdings that support excellent and timely customer service, while providing contextual informations upholding decision making.


Salesboom CRM software offers services in support of personal and commercial banking operations. The table below addresses standard sales and support activities supported by Salesboom CRM Software Solutions.

Provision of loans and mortgages
Uniform enforcement of Credit processes for all credit officers in the Financial Services Sector
Automate processing of Loan Requests in a secure electronic format using workflow for quote and approval processes.
Issuance of credit cards

Statement presentment, delivery and archiving:

  • Recent activity
  • Payment management
  • Notifications and alerts
  • Rewards management
  • User profile management
  • Secure messaging and case management
  • Service requests
  • Affiliate marketing
  • Spending analysis

Uniform enforcement of Credit processes for all credit officers using CRM resources.

Integrated Workflow capacity is built into the software to track account activities for security and customer support activities.

Sale of additional financial products such as RRSP, RHOSP, RESP, ETC.
Marketing, sales, product specification, pricing, quotation and targeting activities.
Create highly personalized marketing campaigns and execute them across multiple channels. With need analysis and product recommendation capabilities, Salesboom CRM helps agents close the sale by providing the right product choices.
Profiling for Credit & Lending
Originate credit and lending products

Salesboom CRM can create an environment that streamlines services by sharing credit indicators to process:

  • Instant credit
  • Pre-approved products
  • Revolving lines of credit
  • Direct installment loans
  • Indirect/dealer loans
  • Mortgage / home equity loans and lines of credit
Salesboom CRM
Referral management
  • Automatically create leads for every referral captured
  • Easily view the most valued source of referrals
Targeted sales
  • Maximize cross-selling opportunities
  • Streamline account origination for multiple product sales
Call list management
  • Accurate, complete and timely call lists triggered by events, meetings, predefined conditions
  • Track, assign, escalate call activities appropriately
  • Deliver personalized investment advice to clients in timely basis
Household management
  • View data on familial and ad hoc households
  • Roll up of portfolios, leads, activities, notes, opportunities
Identify client values
  • Consistent view of client portfolios across multiple platforms
  • Accurately assess client value and profitability
  • Segment clients for appropriate marketing initiatives
  • Retain high value clients with exceptional customer service
Self serve
  • Universal sign up
  • Cross-channel application processing
  • Targeted cross-selling
  • Multi-channel distribution of financial research in support of marketing and decision making
Advisory services
  • Improve co-ordination with team members
Bank Cards
Ensure linkages so payments for bills can be made automatically via Interac or ATM Services.
  • CRM software facilitates processing of standing orders and direct debits
Banker Productivity
Improve advisor productivity
  • Automatic tracking and assignment of activities to appropriate employees through workflow
  • Electronic tracking and viewing of decisions by the relationship manager, credit officers and bank executives
Document Management
Background information, marketing collateral, policy development, pricing, etc.
  • Maintain request status and documents in central repository

Salesboom CRM services has capacity to integrate and support the following business lines on-demand and as-needed to deliver successfully in your financial enterprise:

Marketing Analysis Develop marketing strategies and maintain campaign history in a company repository available as a working file, a reference repository for lessons learned, a resources for decision making, training purposes, etc.
Sales Track sales activities, strengthen sales strategies, incorporate sales protocols, study sales successes/failures to finesse future sales strategies, provide instant overview for team overview and action. As a result it is easier to develop better targeted sales offers, up-sell and cross-sell opportunities.
Customer Service Deliver exemplary customer service with instant access to product marketing collateral and partner product information.
Customer and Partner Management Manage information and activities for customer and partner relationships from within one system to ensure good information exchange in support of sales, supply management, customer and product support.
Call Center Manage call center services with on-line software that links the service team in real-time to sales information, product information, pricing and billing options and self service options.
Policy Enforcement CRM implementation enables consistent enforcement of organizational policy. This capacity enhances areas where policy is important in terms of revenue generation, legal responsibility, regulatory compliance, Occupational Health and Safety, demonstration of fiscal due diligence.
Work-flow Embed business processes into Salesboom CRM to promote consistency and reduce costly training activities.
Consider customization in the context of business lines, and updates as changes occur. Salesboom offers a wide range of customization options from within the system. This introduces the possibility for our customers to manage as little or as much customization as desired from the desktop. Once customization requirements are identified, implementation can be accomplished with consultation with Professional Services to determine what level of integration may be required to achieve your desired results.
Events Driven Advice With access to 'up to the minute' information in organizational context, it is possible to provide accurate advice where timely information is critical to decision making.
Integration of business processes If the customization required is complex or fairly sophisticated in terms of true application, then the Professional Services team will review the requirements and identify integration points and implementation options. This includes identifying information holdings you wish to bring forward for service support in your new system.
Technical integration of Web Services Platform Because of the flexibility built into the Salesboom CRM system, it is possible to use the API packages to integrate existing systems for a rich customer service environment. Additionally, Salesboom has back-end functionality that can bring a full service on-demand system into operation where retention and integration of existing back-end information holdings is desirable. The Professional Services team will work with you to identify and suggest trategic integration options.
Professional Services Salesboom offers Professional Services to help with any or all stages of your Enterprise Resource Planning (ERP) activities. This includes a review and analysis of business processes, translation of process into requirements, and from requirements into implementation plan and implementation and training activities.

Secure CRM Information Exchanges

Information within the Financial Services Software is secure and accessible based on a highly scalable permissions tree. In scaling the access to information on the site, you are able to protect resources appropriately and open up information resources for sharing based on organizational need. Furthermore, there is Audit Trail functionality built into every item into the system. This assures system services that can identify any information changes, access and sharing activities (and the owners) on the system. You can access Audit information at any time for review and reporting purposes and to demonstrate due diligence in adherence to legal, financial and commercial security duties common in the Financial Services Industry.

Regulatory Compliance

Salesboom CRM software facilitates Financial Services Organizations to meet evolving and stringent protocols from a variety of regulatory agencies tracking activities within the spectrum of financial service offerings.

Salesboom Cloud CRM's benefits to the Financial Services/ banking Industry:

  • Identification of potential customers
  • Provision of data regarding history and preferences of investors
  • Increase of customer knowledge of employees
  • Provision of an excellent view of customer relationships
  • Encouraging customer relationships
  • Increasing and improving financial productivity
  • Storage and provision of financial data of customers
  • Easy access to collated financial data
  • Managing financial deals
  • Evaluation of a potential investment
  • Aiding client acquisition
  • Investment selling
  • Tracking and monitoring financial deals
  • Aiding the sales team in the provision and providing of customers’ needs
  • Encouraging and assisting the increase of cross selling and upselling
  • Enabling the building of trust for brokers, agents,  financial planners and more

Pitfalls of CRM for the Financial Sector

  • The complexity of this particular industry makes it harder to adopt a holistic and integrated customer approach.
  • Financial firms tend to focus more on the product than on the customer. In this respect they are almost oblivious to them.
  • Since most financial organizations are considerably big in size, the cost involved is considerably higher.
  • There are various challenges facing the industry and these all need to be overcome in order to actually succeed at the implementation of CRM.

The Salesboom Platform:

  • Web Services with Service Oriented Architecture (SOA)
  • Optional Customization - Capacity for user or professional customization and is fully extensible
  • Development and Integration - Web Services API and AJAX / COMET controls are system standards.
  • Cost control - costs are contained because the platform is proven both flexible and stable
  • Partner Networks - An extensive partner network of over 125 different solutions providers
  • Legacy - Salesboom has an API that facilitates integration for web based CRM/ERP solutions with existing front and back office systems.

Professional Services

Salesboom offers professional services in support of the CRM implementation life-cycle and beyond. You might consider:

  • Business Modeling Services
  • Project Management (PM) Services
  • Professional Data and System Analysis
  • Custom Integration Services
  • Support and Training Services
Salesboom On Demand hosted CRM, web-based SFA and ERP Software Industry Solutions:
Aerospace Defense Financial Services - Insurance
Automotive Government Services
Call Centres Hospital
Chemical Hospitality
Clinical Practice Manufacturing
Clinical Research Pharmaceuticals
Communications Retail
Consumer Goods Staffing
Electronics Transportation
Energy Travel
Finacial Services - Banking  

Once you truly gain full visibility into your company's business processes, you'll never want to go back to the dark again. We guarantee it. Take a Free CRM Software 30-day Trial today, or contact us directly for more information: 1.855.229.2043 (1.855.229.2043) or via e-mail at sales@salesboom.com.

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