GoldMine® CustomerIQ™ for
Wealth Management
Introducing GoldMine CustomerIQ for Wealth Management, a
whole-product solution designed specifically for the financial
services market. GoldMine CustomerIQ for Wealth Management includes
custom features and functionality geared toward helping you take
your customers—and your business—to the next level of
information and relationship management, including advanced
householding capabilities, ironclad security management, and data
integration with your third-party financial applications and
internal data and systems.
Plus, GoldMine CustomerIQ for Wealth Management takes advantage of
Microsoft® .NET and XML-based Web services technology to provide
unprecedented integration with other systems -- inside and outside
your business walls. GoldMine CustomerIQ for Wealth Management
provides the tools you need to consistently and completely manage
customer information. It helps you align that information with
relevant sales and marketing efforts and coordinate complete
customer life cycle tasks among internal users. With superior
technology and proven functionality, you can reach across systems
and networks to access and consolidate the critical customer
information your organization needs most.
GoldMine CustomerIQ for Wealth Management includes:
Task/Activity Management: Keep your customer and contact
information in one central location. Team-based access to this
information provides a unified view of your customers, including all
marketing and sales activity—calls, e-mail, problems and
proposals. Microsoft® Outlook® Integration: Easily integrate
schedules with your existing Outlook solution. Never lose another
opportunity because of mishandled scheduling.
Householding: Improve client service by organizing your
customer accounts and relationships at all appropriate
levels—corporate, family, individual, trust, etc.
Marketing Automation: Enrich communication with your most
valuable prospects using customized, controlled messages. Then
proactively track campaign effectiveness and respond to
opportunities.
Data Integration with Back-Office Systems: Incorporate
trading activities, financial planning data and portfolio management
into a single customer record. Monitor your customer accounts based
on predefined financial plans and goals.
Sales Pipeline and Forecasting: Actively manage your sales
opportunities using advanced analytical tools that present a quick
snapshot of your sales pipeline. Analyze your costs, profits and
potential.
Field-Level Security: Manage detailed customer information
and share data between key contributors and departments with
ironclad security.
Remote Access: Increase your field productivity by offering
remote access to a single tool for customer and prospect management.
Streamline communication between the field and your internal sales
representatives.
GoldMine CustomerIQ for Wealth Management is the affordable,
next-generation CRM solution that helps you manage every facet of
your prospect and customer relationships. Finally, you have access
to a powerful information and relationship management solution
that’s easy to deploy, easy to use—and built specifically for
your business.
See how GoldMine CustomerIQ works in a real-world situation by
reviewing a Wealth Management Case
Study (.pdf)