StayinFront Financial Services: CRM Software Solutions for Retail

The goal of StayinFront Financial Services for Retail is to make advisors more efficient, enabling improved customer prospecting through reporting and Key Performance Indicators (KPIs), that provide advisers with more relevant data and insight. 

StayinFront Financial Services provides easy-to-use financial services CRM tools for data enrichment and more advanced segmentation, such as segmenting by stock quantities, portfolio values, brokerage activities and account transactions.

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

Powerful Analytics

With powerful built-in analytics, StayinFront Financial Services delivers impressive reporting, metrics and decision support across all sales and marketing activities, including integration with external data and back-end systems. Discover, investigate and take action regarding customer satisfaction, account performance, marketing activity and ROI analysis. 

StayinFront's financial services CRM solutions also provide a user experience; better than that of browser-based systems. Configurable dashboards are easily adjusted to display the information required by each user. Familiar tools such as Microsoft Outlook and Google apps are seamlessly integrated as well as social networking and other data enrichment services.   
 
Improved Communications

Improved 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 through marketing management.

Customer Service

Customer Service is provided 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.