Oracle CRM On Demand Financial Services Edition - Wealth Management Solution

Oracle CRM On Demand Financial Services Edition - Wealth Management Solution is the first and only pre-built hosted CRM solution designed specifically for the Wealth Management industry.

Starting with all of the robust Sales, Marketing and Customer Service functionality in Oracle CRM On Demand, the Financial Services Edition includes additional functionality out-of-the-box to support key business processes unique to the Wealth Management industry. The result is faster time to value, less customization, and increased user adoption.

Benefits

Using Oracle CRM On Demand Financial Services Edition, Registered Independent Advisors, independent or captive financial advisors, financial planners and private bankers can better leverage their client's profile and portfolio information to identify cross-sell and up-sell opportunities, improve customer retention, and increase wallet share with their customers.

Wealth Professionals can simplify management of their clients through improved co-ordination with team members, enhanced group calendaring, and timesaving integration with Outlook calendar and email, to ensure world class service levels.

See how you can identify cross-sell and up-sell opportunities, convert more referrals, improve customer retention, and increase wallet share by using Oracle CRM On Demand Financial Services Edition to:

Key Features

Leveraging more than ten years of proven Wealth Management success, CRM leadership, and embedded best practices - developed with the help of leading Wealth Management companies - Oracle CRM On Demand Financial Services Edition provides organizations with:

Call Management

• Single view of client book of business
• Advanced Interest Tracking (securities, financial, or personal interests)
• Tracking of financial portfolios and investment risk profiles
• Consolidated portfolio, leads, opportunities, notes, and tasks

Household Management

• Single household view
• Tracking of household, financial, and investment risk profiles
• Rolled-up and consolidated portfolio, leads, opportunities, notes, and tasks for all household contacts

Portfolio Tracking

• Consolidated book of business tracking
• Household-level portfolio tracking
• Contact-level portfolio tracking

Referral Management

• Automatic lead creation
• View all referrals made by a particular client
• Easily view the most valued source of referrals

Lead and Opportunity Management

• Easy lead creation, assignment, and qualification
• Lead and opportunity revenue tracking

Team Based Collaboration

• Group calendaring, scheduling, task delegation
• Automatic data sharing (also selectively add a specialist, or assistant)

Desktop Productivity Applications Integration

• Powerful integration with Microsoft Outlook
• Automatically link incoming and outgoing emails with associated contacts, leads, and opportunities
• Synchronize calendar and contacts with Outlook / PDA
• Easy wizard based integration with Microsoft Word

World Class Business Analytics

• Built-in data warehouse allows users to identify trends over time
• Gain insight into the business, identify up sell and cross sell opportunities
• Generate call lists
• Segment a book of business

Why Oracle CRM On Demand Financial Services Edition - Wealth Management Solution

Oracle is the industry-standard CRM solution in Wealth Management with 12 of the top 15 Wealth Management firms using Siebel.

• Global CRM market leader
• Proven business results
• Wealth Management standard

Oracle CRM On Demand Financial Services Edition is built leveraging Oracle's ten-plus years of both CRM and industry experience. Based on this extensive domain expertise, Oracle CRM On Demand Financial Services Edition is uniquely designed to deliver Wealth Management-specific capabilities at the user interface, data, and process levels that are not available with any other hosted CRM offering.