CRM in Finance
Modular solutions architecture based on Domino for delivering applications for users who are responsible for managing Client Relationships in Commercial Financial Institutions, in particular Wholesale and Investment Banks.
English
Supported Technologies
Lotus Notes/Domino
Software
Click on a technology to view similar products within this category.
Pricing
System
info@infocat.co.uk
+44 (0)20 7735 7711
Additional Product Information
Accommodating the one-to-one nature of prime contacts,;Facilitating high value deal transactions,;Coordinating interaction among diverse user bases,;Utilising significant workflow content,;Enabling deal teams to establish precedents and leverage from Management of accumulated Knowledge;Drawing on relational back end systems where required;providing a Knowledge Base from which reports and summaries can be produced for senior management. ;A tailorable suite of applications which allows the integration of many disciplines within direct client-facing teams to include multiple functions who need to be involved with, or have an interest in, deals being processed.;Optional Modules Client Profiling;Target Planning;Staff Organisation;Performance Measurement;Deal Workflow;Call Reporting;Contact Tracking;Mail Enablement;Document Management;Time Reporting;360 Appraisal