Ideaca’s Microsoft Dynamics Enhanced Household & CRM Solution for Financial Services is an “in-a-box” solution that allows organizations to drive profits through quality households and customer relationships. Financial Services firms & investment advisors are racing to become the ‘trusted advisor’ to the exploding wealth management customer segment. Solidifying this trust is becoming ever more difficult as well researched and sophisticated clients demand greater value from their financial advisor, especially amidst increased competition and less expensive access to new asset classes.
- Empower sales forces with a single view to provide the right product or service, to the right customer, at the right time & price.
- Build stronger, more meaningful & accurate customer profiles & their households – resulting in more profitable & long term relationships.
- Improve profitability & overall “running of the business” by enabling individual financial advisors to become better “CEOs” of their business.
- Advanced hierarchical relationship diagrams create accurate depictions of client households and can help identify indirect connections between contacts to increase the effectiveness of prospecting.
- Increase revenue from fee-based advisory business
- Increase total assets under management
- Increase household size & quality
- Increase lift via up-sell / cross-sell
- Increase percentage up-take of targeted campaigns & offers
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