A Client Relationship Management & Business Intelligence platform for complex environments
ClientLogix™ turns complex data located across multiple disparate systems into business insight in one centralized portal. What used to to take hours or days to figure out can now be done in minutes using a straightforward and easy-to-use dashboard interface that is extraordinarily powerful and flexible.
Alleviate the pain and frustration of users trying to find critical information. Now anyone from executive management, client service, business development, portfolio management, compliance, marketing and backoffice personnel can access the information they need, when and where they need it. ClientLogix enables users to self-serve their business information needs, in the office and on the road with our mobility solution that supports iPhone, iPad, Android and Blackberry.
Built on top of the world-renown Sage SalesLogix® CRM system, ClientLogix integrates your portfolio accounting data and other critical information from in-house spreadsheets or databases and third party systems to create a business intelligence platform designed for financial services. ALL IN ONE APPLICATION.
The true value of CRM comes when it is tailored for your industry.
Client Service is the Key! Consider this common client service scenario:
- A wealthy client calls with questions about her portfolio.
- Your staff member, Thomas, hasn’t spoken directly with this client previously.
- ClientLogix pulls up the client record for Thomas before he even answers the phone .
- He immediately has access to her entire portfolio as well as notes from previous conversations and written correspondence at his fingertips.
- Thomas is able to handle the client’s inquiry efficiently and knowledgeably because he is able to provide the requested information immediately over the phone instead of having to call her back after searching through 5 different systems and a network directory.
- In addition, Thomas sees the client hasn’t been out to lunch with her advisor in 6 months and schedules a meeting on the spot.
- ClientLogix automatically emails a thank you note to the client as well as sends a notification to the advisor’s iPad regarding the lunch meeting.
- The advisor accepts the meeting and sets up a meeting reminder for 1 hour prior to the meeting.
Your client is so pleased with the level of service she received, she recommends your firm to her son and best friend.
A CRM designed for the investment management industry.
ClientLogix integrates SalesLogix with your portfolio accounting system so that individual, institutional and fund portfolios can be reviewed, tracked and acted on directly from within the CRM. With ClientLogix, you can see and act on customer & portfolio data in one application.
ClientLogix allows you to control all aspects of the portfolio life cycle process. When you can view asset classes, ROR, market values, holdings & transactions alongside client information, you are able to comprehensively track communications, business generation, producers, performance & marketing effectiveness. UNAPEN can also integrate ClientLogix with your document imaging technology, MMD and Nelson’s or other industry data providers for an even more holistic view of the information you need to effectively manage your firm and increase assets under management.
From investment performance and client reporting to compliance and sales tracking, ClientLogix extends the power of SalesLogix, tailoring the system for investment advisors, wealth managers, institutional managers and bank and trusts.
Learning Tool – check out the following case study
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