Institutional Client Platform Solution
Service Type:Consulting, Professional Service
Business Need:Customer Service, CRM
Works With:Microsoft Dynamics CRM 2011, Microsoft Dynamics CRM 4.0, Microsoft Dynamics CRM Online
Industry Focus:General - Applicable to All
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
Institutional Client Platform Solution has not been reviewed by any customers.
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