Tag: CRM APX

January 24, 2012 UPAdmin

ClientLogix™: A Central Element

Wallingford, CT: UNAPEN’s ClientLogix CRM integrates client service and sales activities as part of the new overall technology strategy at The Washington Trust Company. Click here to read about Elite 8 honoree Barbara Perino—SVP of operations and technology—and her work to overhaul legacy systems and build a powerful infrastructure to support the bank’s growth strategies.

 

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203.269.6111
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January 20, 2012 UPAdmin

 UNAPEN is Offering Discounts on Upgrades from Basic Contact Management

 
UNAPEN, Inc. 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™. UNAPEN’s ClientLogix CRM system facilitates asset growth and client acquisition, helping you work smarter and more efficiently instead of falling victim to an overload of information. As your firm grows, or gears up for growth, it is important to be able to handle all the new client information. Upgrading from basic contact management to a full CRM system specifically designed for investment management is instrumental to your continued success because it allows you to manage the complete client and portfolio lifecycle.

ClientLogix, built on the world renowned Swiftpage Saleslogix®, tailors your CRM for the financial services industry by integrating your portfolio accounting system and other critical information with your clients’ demographics and communications history. This allows you to have a truly holistic view of your clients’ relationships and their portfolios—in a single, unified application. No longer do you have to ask IT to run several reports when you need a single piece of information. You can be proactively notified about critical information or simply look up what you need in ClientLogix, allowing you to quickly answer questions over the phone or find all of the necessary information to send an informed email or letter to your client in a timely manner.

Call (203) 269-6111 or Email today to see how valuable ClientLogix will be to your firm with its ability to offer you insight-not just hindsight-into your business, your clients and their assets.

About UNAPEN

UNAPEN, founded in 1991, is a nationally recognized software development firm that provides solutions tailored for wealth managers & family offices, bank & trusts, and Institutional managers. UNAPEN’s technology and financial services experts specialize in streamlining operations and workflow across organizations to help your business grow assets, minimize overhead and provide you a strategic competitive edge over other firms. UNAPEN offers CRM and automated client reporting software, managed IT services, business continuity, custom development, systems integration and strategic consulting.

 

Unlock The Potential!

Call UNAPEN, Inc. Today
203.269.6111
Email

June 12, 2009 UPAdmin

2nd Phase of New Business Intelligence Platform Rollout

 
Westerly , RI: June 12, 2009 —Washington Trust Wealth Management and UNAPEN, Inc. are pleased to announce the second phase of an enterprise rollout of UNAPEN’s ClientLogix CRM and Business Intelligence platform.

Washington Trust’s Wealth Management division chose UNAPEN’s flagship ClientLogix platform in late 2007 to integrate all of its sales and client service activities across its four wealth management divisions: Washington Trust Investors (WTI), 1800 Asset Management (1800), Weston Financial Group, Inc. (Weston) and Trust & Estate Services. The first phase of the system went live at 1800, WTI and Trust & Estate Services in the spring of 2008.

Galan G. Daukas, Washington Trust executive vice president of Wealth Management, said, “We turned to UNAPEN’s ClientLogix platform and their professional services team to provide this critical solution. They took a great platform and with minimal customization, crafted the exact solution for our business requirements. The first phase was a complete success, paving the way for this next phase.”

The second phase includes implementing ClientLogix at Weston, as well as providing trading support for Smartleaf’s portfolio rebalancing system and integration with Concord Wealth Management’s open architecture platform. The solution consolidates and manages information among the bank’s business units and their external investment platform vendors.

Barbara J. Perino, Washington Trust senior vice president of Operations and Technology, said, “ClientLogix offers a single point of control, in an easy-to-use application. We can consolidate information from many of our existing systems and reduce support overhead, while providing a better experience for our end-users.”

Joe Walker, president and CEO of UNAPEN, said, “Washington Trust recognized the growing need in bank-based wealth management for much more than a traditional CRM can deliver. UNAPEN is thrilled to be at the center of this next generation platform at Washington Trust that will set the benchmark for profitable and successful wealth management businesses of all types.”

About Washington Trust

Washington Trust Wealth Management is a division of The Washington Trust Company, a subsidiary of Washington Trust Bancorp, Inc., (NASDAQ Global Select, symbol: WASH). With approximately $4 billion in assets under administration, Washington Trust Wealth Management is the largest wealth management firm in Rhode Island and is one of the premier firms in New England. Washington Trust Wealth Management has offices in Providence, Westerly, and Narragansett, R.I. and Wellesley, Mass. Additional information is available on the Washington Trust Wealth Management web site: http://www.washtrust.com/home/wealth.

About UNAPEN

UNAPEN, founded in 1991, is a nationally recognized software development firm that provides solutions tailored for wealth managers & family offices, bank & trusts, and Institutional managers. UNAPEN’s technology and financial services experts specialize in streamlining operations and workflow across organizations to help your business grow assets, minimize overhead and provide you a strategic competitive edge over other firms. UNAPEN offers CRM and automated client reporting software, managed IT services, business continuity, custom development, systems integration and strategic consulting. 

Unlock The Potential!

Call UNAPEN, Inc. Today
203.269.6111

David Gemma is a Managing Director & CMO at UNAPEN  (What’s a UNAPEN?)

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