UNAPEN’s Joan Walker talks about the difference between CRM and Change Risk Mgmt for asset mgrs in Financial Services.
Category: ClientLogix CRM blog
ClientLogix – Enterprise CRM & Business Intelligence platform for Investment Management
CRM solutions in Financial Services typically focus on Institutional or PrivateClient but leave out the Wrap/SMA needs. ClientLogix is unique in that it handles all 3 complex types of business relationships out of the box.
CRM for Investment Advisors, Wealth Mgrs, & Family Offices Grow Assets, Not Overhead New eBook | Read it now Better Client Service for More Clients with the Same Staff 15 years of providing CRM solutions integrated with Portfolio Accounting & Trading systems has taught us a lot of valuable lessons, interesting that many lessons…
UNAPEN, Inc. Integrates its ClientLogix CRM product with Laser App Software to Advance Asset Manager Work Flow
Institutional & wealth managers, hedge funds & family offices fall into 3 categories of data maturity, see how they gain an edge against their peers.
Part 4 of “What Can RIAs Expect from a System Conversion” discusses the importance of a unified vision for the project across the firm and how to manage change orders. By Joan Walker of UNAPEN, Inc.
UNAPEN & Infor define 8 ways to make sure that your CRM solution makes the greatest possible impact on your firm’s success and growth.
The right CRM in Investment Advisory firms can foster human collaboration in tandem with automated Compliance monitoring to significantly benefit the firm and its clients.
Part 3 of “What Can RIAs Expect from a System Conversion” discusses the importance of Communication. By Joan Walker of UNAPEN, Inc.
Sage advice from UNAPEN for wealth mgrs. preparing for a system conversion such as portfolio accounting, trading, CRM, billing, etc. – Part 2
Sage advice from UNAPEN for wealth mgrs. preparing for a system conversion such as portfolio accounting, trading, CRM, billing, etc. – Part 1
Infor CRM, the foundation for ClientLogix CRM for Investment/Wealth Mgmt, was rated as a Leader in the CRM industry for the 2nd Half of 2014 by Nucleus Research vendor report.
Infor’s acquisition of Saleslogix means renewed focus and growth of the enterprise CRM product with special attention to vertical markets.
Saleslogix, the CRM foundation for the ClientLogix CRM solution for wealth management, is proud to sponsor this year’s Gartner Customer 360 Summit in Orlando, FL May 19–21, 2014! Saleslogix is the CRM foundation that makes the ClientLogix CRM & Business Intelligence solution for wealth management possible! ClientLogix blends the Saleslogix CRM data with portfolio accounting(Advent Axys® and APX®, SchwabPT PortfolioCenter®, SS&C Portia®, SunGard Asset Arena®, Fiserv/CheckFree APL® etc.), billing, trading(Advent Moxy®) and other key systems to create an enterprise solution specifically for financial services, brought to you by UNAPEN.
ClientLogix CRM – the enterprise CRM solution for investment and wealth management – is now inside Microsoft Outlook. The new Xbar from SalesLogix instantly displays key information, activities and opportunities for that contact stored in ClientLogix. – See more at: http://social.swiftpage.com/press-release/xbar#sthash.lk7JI2G9.dpuf
The new release of ClientLogix 5.0 offers a hybrid implementation of LAN, Web and Mobile CRM and Business Intelligence to the Investment Management industry that drives user adoption by centralizing/aggregating data and making it easy to access that critical information.
Today, we are in the era of Big Data. The amount of data that flows through a financial advisory firm on a daily basis is increasing exponentially. And yet, many data functions at these firms are still handled manually—and stubborn manual data entry and retrieval bottlenecks continue to hinder operations.
Over the last decade, CRMs have become an integral part of core RIA infrastructure. Its uses, look and usability vary widely with each CRM and RIA. If your company is thinking of changing CRMs or optimizing the use of your current CRM, then I highly recommend delving into the 5 components that have been outlined in this article. They will be the key to the future success of your CRM and your business.
ClientLogix integrates portfolio acounting data with SalesLogix to create an investment management CRM and Business Intelligence platform that is powerful and easy to use. New dashboards, created without any coding required, extend these benefits to the entire firm.
Wrap/SMA managers are often dissappointed with CRM options, ClientLogix is tailored for these managers.
ClientLogix CRM links with your telephone system to proactively retrieve client records before you answer the phone, thereby increasing cient service and satisfaction. Then helps you schedule activities via iPad, iPhone, Android and BlackBerry.
Investment managers need modern tools that are smart and easy to use in order to keep up with increasing mountains of data.
UNAPEN’s ClientLogix™ CRM integrates client service and sales activities as part of the new overall technology strategy at The Washington Trust Company.
UNAPEN is offering discounts on upgrades from basic contact management systems such as Act®, Qube®, Goldmine®, Outlook® or Excel® to its enterprise client relationship management (CRM) system—ClientLogix™