Institutional Client Platform Solution
Features
Service Type:
Consulting, Professional ServiceBusiness Need:
Customer Service, CRMWorks With:
Microsoft Dynamics CRM 2011, Microsoft Dynamics CRM 4.0, Microsoft Dynamics CRM OnlineIndustry Focus:
General - Applicable to All
Description
As market leaders in Information Management, IMGROUP has developed an integrated CRM, Business Intelligence and Data Mining application for financial services known as the Institutional Client Platform. The solution enables sales personnel to deliver improved customer service and enhanced sales performance by providing tailored, client focused information, integrated directly into the sales process.
The solution collates customer data previously dispersed across various business areas such as Accounting, Credit Control, CRM, FX transactions, Option Maintenance etc into a single location. This data is then structured to support rapid reporting and analytics allowing IMGROUP to deliver a comprehensive Business Intelligence and Performance Management application providing users with a consolidated 360° view of their clients.
For more information please visit – www.imgroup.com
Support and Documentation
Institutional Client Platform Solution has not been reviewed by any customers.
The views and opinions submitted and expressed here are not those of Microsoft.
- Price: For Purchase
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