StayinFront Financial Services:  CRM Software Solutions for Institutions

Managing relationships with advisors, dealer groups and direct investors is the goal of StayinFront Financial Services for Institutions.

StayinFront Financial Services provides user-friendly financail services CRM tools for enriching data through advanced segmentation of clients by stock quantities, portfolio values, brokerage activities and account transactions. Sales teams are better able to manage, track and influence the product approval lifecycle on dealer group platforms while ensuring a single view of the customer, across all customer touch points.

Sales Pipelines

The ability to better manage sales pipelines is enhanced with StayinFront’s opportunity and key account management tools. And management teams are provided more visibility and accurate forecasting with dynamic key performance indicators (KPIs).

Powerful analytics deliver impressive reporting, metrics and decision support across all sales and marketing activities, including integration with existing back office systems. Advisors can easily take action on customer satisfaction issues, account performance, marketing activity and ROI analysis.

StayinFront's financial services CRM solutions also feature user-specific dashboards that are configurable to display information required by each user, including external data, such as market information. Microsoft Outlook and Google apps are seamlessly integrated as well as social networking and other data enrichment services.

Customer Service Through Multiple Channels

Customer service is provided for advisors, dealer groups and direct investors through multiple channels from a single location, e.g., internet, phone, email. Capabilities include customer service request management and tracking response and performance to business KPIs as well as inbound and outbound telesales.

Improved Communications

Client communications is a key component of StayinFront Financial Services. Clients are sent relevant, customized reports on a regular basis. Activities triggered by market, client and business events which may present an opportunity or risk are quickly and accurately communicated to clients. Marketing efforts, including event announcements, mail-outs and seminars are handled though marketing management.