G-Wealth-CRM

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.

Key Features of G Wealth-CRM

• 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