Software de CRM Financeiro
Software de CRM financeiro: os produtos dessa categoria ajudam bancos, cooperativas de crédito e seguradoras a organizar e manter informações sobre os clientes, incluindo informações de contato, histórico de transações e registro de interações anteriores. O software de CRM financeiro também fornece recursos de análise de marketing que dão suporte aos esforços de vendas, como chamadas direcionadas e vendas casadas. Veja também: software de sistema bancário, ferramentas de automação de marketing, software de gestão de contatos e software CRM.
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Classificação do produto
- Celular - Android nativo (33)
- Celular - iOS nativo (34)
- Instalado - Mac (14)
- Instalado - Windows (20)
- Nuvem, SaaS, web (77)
- Alertas da conta (41)
- Gerenciamento de contatos (29)
- Gestão de leads (60)
- Gestão de marketing (47)
- Gestão de recursos (35)
- Gestão territorial (35)
- Marketing por e-mail (31)
- Rastreamento de relacionamentos (55)
- Sistema de calendário ou lembretes (30)
- Tarefas de equipes (47)
O Zoho CRM capacita organizações de pequeno a grande porte com uma solução completa de gestão do ciclo de vida de relacionamento com o cliente para gerenciar vendas, marketing, serviço de suporte ao cliente e gestão de estoques em toda a organização com um único sistema empresarial. Saiba mais sobre o Zoho CRM O Zoho CRM capacita as organizações com uma solução completa de gestão do ciclo de vida de relacionamento com clientes. Saiba mais sobre o Zoho CRM
Acompanhar finanças, leads e o processo de vendas em geral nunca foi tão fácil, graças ao potente e ágil software de CRM do Pipedrive. Acompanhe a receita dos produtos, otimize os custos garantindo a eficiência e até mesmo preveja a receita de vendas com o painel de estatística avançada do Pipedrive. Perfeitamente personalizável, o CRM do Pipedrive pode ser usado por empresas que operam no setor bancário, de seguros, aluguel, hipotecas, crédito, subscrição e muito mais. Saiba mais sobre o Pipedrive O Pipedrive é uma ferramenta de CRM financeiro fácil de implementar que ajuda você a se concentrar nas atividades que levam ao fechamento de negócios. Saiba mais sobre o Pipedrive
O BankSense permite que você visualize posições de caixa em tempo real, por banco, por região, por moeda, permitindo que os tesoureiros tomem decisões de investimento mais bem informadas. A gestão de vários relacionamentos bancários em várias moedas usando diversas fontes de dados cria riscos e oportunidades perdidas. Há um jeito mais fácil. A automatização da visibilidade das declarações através de uma plataforma poderosa libera tempo e potencial da equipe de tesouraria para informar tomadas de decisão mais inteligentes. Saiba mais sobre o BankSense Visibilidade global automatizada de caixa em uma plataforma simples, mas poderosa, permitindo uma tomada de decisão mais inteligente em tesouraria e finanças. Saiba mais sobre o BankSense
O Bitrix24 é o principal software gratuito de CRM online, usado por mais de 3,5 milhões de empresas em todo o mundo. Ele está disponível na nuvem e no local, com acesso de código aberto. Leads ilimitados, ofertas, contatos, empresas, cotações, faturas e agendamento de compromissos. O plano gratuito também vem com marketing por e-mail e telefonia. As versões avançadas têm automação de marketing e vendas, SMS em massa, gestão de campanhas e suporte a múltiplos pipelines. Disponível em 12 idiomas diferentes. Saiba mais sobre o Bitrix24 O Bitrix24 é o software gratuito de CRM que mais cresce no mercado, usado por mais de 3,5 milhões de empresas em todo o mundo. Marketing por e-mail, cotações, faturamento e mais. Saiba mais sobre o Bitrix24
O HarmonyPSA é compatível com todo o ciclo de vida do negócio, desde a geração de leads até a renovação de contratos. Foi criado e construído especificamente para empresas de software e serviços, automatizando funções de negócios em uma única plataforma na nuvem em qualquer dispositivo. Saiba mais sobre o HarmonyPSA A última geração da ferramenta PSA. Pacote completo de automação de serviços profissionais para empresas de software e serviços. Saiba mais sobre o HarmonyPSA
O CRM gratuito do HubSpot foi construído para empresas financeiras com 10 a 1.000 funcionários que desejam gastar menos tempo registrando dados. Ele mantém todos os seus contatos em um banco de dados centralizado e personalizado. Ele ajuda a gerenciar seu pipeline para que você possa manter os negócios em andamento. E você pode ver tudo sobre um lead em um só lugar; não precisa mais procurar nas caixas de entrada para encontrar informações. Comece a usar o HubSpot CRM gratuito hoje mesmo. Ele é fácil de configurar e intuitivo de usar, para que você possa voltar a fechar negócios. O HubSpot CRM é o CRM 100% gratuito, flexível e intuitivo que a equipe de vendas irá adorar.
O Nimble é um CRM simples e inteligente para o Office 365 e o G Suite, que trabalha para você combinando automaticamente seus contatos, históricos de comunicação, caixas de entrada de e-mail e compromissos de calendário com mais de 160 contatos de aplicativos de negócios SaaS (software como serviço) e conexões de redes sociais (incluindo Linkedin, Twitter, Facebook) em um gerenciador de relacionamento de equipe unificado. O Nimble é um CRM simples e inteligente para o Office 365 e o G Suite, que trabalha para você, onde quer que você trabalhe.
O Infusionsoft by Keap automatiza seus processos de vendas, marketing e negócios em um único local, oferecendo a flexibilidade e o poder necessários para fechar mais negócios com confiança. Entregue com facilidade a mensagem certa ao cliente certo automaticamente através de automações personalizadas. Gerencie seu processo de vendas com estágios e fluxos de trabalho personalizáveis. Melhore seu desempenho de vendas e marketing com insights e relatórios. Infusionsoft by Keap - plataforma tudo-em-um, de baixo custo e poderosa de automação de marketing, vendas e CRM para expandir seu negócio.
Deltek Vision is a project-based solution for professional services firms that combines project accounting, resource management, project management, time/expense management and client management in one product. Deltek Vision is a web-based solution available for cloud or on-premises deployment. Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt.
Copper (anteriormente ProsperWorks CRM) é o CRM n° 1 do setor financeiro para usuários de aplicativos do Google. Copper CRM integra-se perfeitamente à G Suite, elimina a entrada manual de dados e é superfácil de usar. Se você puder usar o Gmail, saberá como usar o Copper. Junte-se a mais de 12.000 clientes que adoram usar ProsperWorks e comece a vender mais com as equipes de CRM hoje. Concentre-se em relacionamentos, não registros, com Copper e Google. O único CRM criado, usado e recomendado pelo Google.
BEST FOR INDEPENDENT FINANCIAL PLANNERS AND ADVISORS - Less Annoying CRM is a simple CRM built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do's and more, all from one simple web app. Our product is founded on three core principles: simplicity, affordability, and outstanding customer service. All users get an unlimited free 30-day trial to exhaustively test every aspect of the CRM, and customer service is always free by phone and email. Small business software to manage leads, customer information, contact history and reminders, and emails.
EXCLUSIVELY for Mac, iPhone & iPad. Daylite is a Mac CRM that helps small businesses remember every detail, communication, and next steps for your clients and projects so you can manage more client projects as well as keep track of your day-to-day and personal stuff all in one place. Integrate with Apple Mail, Apple Contacts, and Apple Calendar. Keep things from slipping through the cracks and be a rockstar at remembering things! EXCLUSIVELY for macOS & iOS. Keep track of clients, deals, and projects all in one place. Never let things slip through the cracks.
With offices in Canada, England, and Australia, as well as business partners in the United States and around the world, Maximizer has helped over 120,000 companies increase sales, build relationships, and boost their bottom line. Maximizer CRM comes loaded with features, all at one simple price. We include modules for Sales, Marketing and Customer Support, as well as must-haves such as customization and mobile access. 30-day Free Trial, and a 60-day money back guarantee! Maximizer isn't just another CRM software provider we provide companies with a proven competitive advantage!
Really Simple Systems CRM helps you work smarter, managing and tracking your sales leads and customers, so you can get on with growing your business. Designed for small and mid-sized organizations, this GDPR compliant CRM is easy to set up and simple to use. With sales, marketing and service & support built-in you'll have all your data in one place, enabling team collaboration, better relationships and driving sales growth. An easy to use CRM that helps you work smarter by managing and tracking your sales leads and customers.
Sage Intacct helps CFOs access integrated management and financial reports across their business entitiesin minutes not daysto grow and drive their business. Sage Intacct is the AICPA preferred financial management product that allows your growing mid-sized business to go further, faster with the core financials you need to automate your most important processes, reduce your reliance on spreadsheets, and give you greater visibility into your business performance. The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance
Salesforce Essentials makes it possible to build stronger customer relationships with a combined sales and support CRM for small business that is easy to use, setup, and maintain. Essentials ensures that you spend less time in spreadsheets and more time selling by tracking your emails, calls and meetings to automatically keep customer records up-to-date without tedious data entry. Essentials also includes a ton of customer service productivity tools to help make every new customer a loyal one. Get started on the #1 CRM with Salesforce Essentials, the all-in-one sales and service solution, for just $25 per user per month.
Build valuable lead and client relationships with amoCRM. Our exclusive Digital Pipeline eliminates routine tasks by automating lead capture, email send outs, behavior-triggered movement through the pipeline and task reminders. Focus on growing revenue, not data entry. Even better, amoCRM's analytics track your growth and measure ROI. Evaluate account manager performance with goal tracking, pivot your strategy with reports that help identify bottlenecks. Sell easy and smart with amoCRM! amoCRM is easy-2-use CRM. It is however very functional and powerful. Sales pipeline, lead tracking, analytics and website integration.
Zendesk Sell is sales CRM software that helps you win more deals. With a powerful all-in-one sales platform that increases adoption and data capture among reps, Zendesk Sell provides sales leaders with the actionable, quantifiable insights they need to accelerate performance and grow revenue in a way that's measurable, repeatable and scalable. The Zendesk team will get you up and running immediately, with 70% of Zendesk Sell customers up and running in 7 days or less. Zendesk Sell is sales CRM software built to improve sales productivity, processes and predictability.
THIS SOFTWARE IS BEST FOR COMPANIES RAISING SEED, VENTURE CAPITAL or PRIVATE EQUITY (AND FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes software for raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 141,000+ investors to help you build your funnel. Foundersuite also includes Pitch Deck Hosting and Investor Update tools to help run investor outreach and relations. SOFTWARE FOR RAISING ANGEL, SEED, PE & VC. Foundersuite makes the leading Investor CRM + Investor Database and Investor Update tools.
Infoflo is an easy to use CRM that is perfect for managing customer relationships and includes the most robust Outlook sync on the market! It is a fully integrated contact, relationship, email, calendar, document, sales & task management solution. It includes a Quick Books, Outlook and Google Sync. We believe that software should be a one time cost. For this reason our Easy-To-Use CRM software includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user! Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades
Contactually's software makes it simple to stay engaged with every part of your network. You simply categorize your key contacts into Buckets, and your Contactually account will take care of the rest. That means no more worrying about who to follow-up with today, how any prior interactions went, or what to say to break the ice. With regular follow-up like this, you'll soon realize you have fewer cold, forgotten connections, and more warm, engaged relationships that are thinking of you. Contactually helps you maintain and strengthen professional relationships.
A CRM designed specifically for QuickBooks users, Method streamlines your business from lead to repeat and anything in between. #1 rated CRM by QuickBooks users, Method empowers thousands of SMBs that have outgrown their processes by streamlining their operations and increasing their sales. Unlike other CRMs, the combination of Methods deep QuickBooks sync and no-code customization engine enables businesses to achieve their optimal workflows. #1 rated CRM by QuickBooks users, Method streamlines your business from lead to repeat and anything in between.
MyCRMDashboard, mortgage CRM, is built specifically for residential lenders. Suitable for companies with 5+ loan officers. The easy-to-use SaaS solution includes automated marketing based on 45+ years of experience in the industry. Increase your repeat business, referrals, reviews, testimonials, and more! The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans. MyCRMDashboard is a mortgage lead generating CRM that was built specifically for residential lenders, banks and credit unions.
The Backstop CRM is an award-winning cloud-based software platform that empowers institutional investment firms and alternative asset managers to become more operationally efficient and productive. Our over 800 clients use Backstop to centralize qualitative and quantitative data to support research management, portfolio management, capital-raising, and investor relations. Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers.
LeadSquared is a marketing automation and sales execution platform which caters to financal services which include lending, banks and insurance.Manage your call center sales, increase your efficiency by 55% with complete sales tracking. Get features like: automatic inquiry capture, auto distribution of leads, geo-tracking of the field reps and detailed analytics of the meetings attended. Designed to help you sell faster. Track your sales, recommend actions, and help your team execute them.
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by blending human relationships with digital simplicity. We power marketing and revenue growth for 10% of $2 trillion per year U.S. mortgage industry, and ensure banks and lenders stay ahead of how consumers expect to communicate, shop, and manage their financial lives in the digital/social era. Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS).
O FreeAgent CRM é uma plataforma de vendas, marketing e atendimento ao cliente baseada em nuvem, que ajuda as pequenas empresas a cultivarem relacionamentos de qualidade com os clientes. O sistema funciona automaticamente com o e-mail do usuário para criar e classificar leads e lembretes de acompanhamento, executar automações personalizadas e rastrear todas as interações com os clientes. Uma plataforma de vendas, marketing e atendimento ao cliente baseada em nuvem que ajuda as pequenas empresas a cultivarem relacionamentos de qualidade com os clientes.
ConvergeHub is the #1 easiest converged CRM for SMBs. It can manage all of your sales, marketing, support, and billing needs, with a converged, full-featured, yet extremely easy-to-use CRM that is priced within reach. The features are optimized for SMBs that don't have massive budgets to integrate or pay for expensive add-ons. ConvergeHub is the #1 easiest converged CRM for SMBs. It can manage all of your sales, marketing, support, and billing needs.
Open source solution for all around business management: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are available according to your need. Open source solution for all around business management from customers and orders to invoicing and inventory.
SalesExec helps salespeople at companies big and small by automating the sales follow up process. SalesExec is an all-in-one solution to help your salespeople reach more prospects. Including local presence dialing to reach 60% more of your prospects, with automated text SMS, and email nurture to reach customers at the right time in their buying journey. Capture and instantly route all web leads and phone calls. SalesExec is an all-in-one sales automation solution to help you reach more prospects. Featuring dialing, Text SMS, and email nurture.
Cool Life CRM was designed and built from the ground up with complex customer management environments in mind. Not every business treats their customers as single transaction-based opportunities. Cool Life CRM recognizes and meets the nuances of specialty firms such as financial services, professional associations, software and services firms, and more. Our solution addresses unique market needs and does so with software that is Fast; Intuitive; Secure. To quote our customers, Its Cool" Cool Life CRM enables a 360 marketing solution coupled with a full Relationship Life Cycle process providing valuable insight.
DealCloud provides a platform, services, and expertise to power the deal making capabilities of investment bankers and private equity deal teams. The platform is specifically designed for this goal. With an implementation team that powers the clients up on the platform as well as an account management team that will power them forward. DealCloud comes from the private equity and investment banking world, understanding what clients need to execute a deal. Investors and advisors come to DealCloud to power their deal teams.
Financial CRM tool that provides investor relationship management through compliance, roadshows, capital raising and more. Financial CRM tool that provides investor relationship management through compliance, roadshows, capital raising and more.
Everything you need to give your institution a competitive advantage is in one place. With relationship management, teller, new accounts, deposit servicing, lending, accounting, and reports, FPS GOLD Core Banking makes it easy to compete, profit, and thrive. And after more than 50 years of experience in the finance industry, we are still known for and proud of our preeminent customer service and close relationships with our clients. FPS GOLD Core Banking fills every bank need. Relationship management, teller, deposits, loans, accounting, reporting, and more.
We work with you to ensure we are helping your business succeed the best it can with your daily activities. We are here to help save you time and money, and let you do what you do best, help your clients! 100% Guaranteed! Get started today! Financial adviser CRM software solution that helps keep a history of all interactions with clients.
For financial service providers, enVisual360 is a modular integrated CRM, compliance, document management, trust and company administration/accounting, company accounting, practice management/time recording and enterprise billing. Scalable, self-hosting or private cloud. Module based license only the modules you need. Optional customer web portal. Powerful, simple to use, immediately productive. Integrated CRM, entity compliance, document management, trust & company administration/ accounting, practice management, web portal.
Web-based CRM software for tax resolution firms Lead Management * Auto-generated IRS Forms (Federal/State) * Reporting and Analytics * Workflow Management * Billing and Finance * Pipeline Management * E-Signature * Rules Engine * 100+ Integrated Payment Gateways * SMS and Email Features * 100% Browser-based - accessible from anywhere * Pay by monthly subscription Web-based CRM software for tax resolution firms.
Sidetrade Financials SaaS solutions are best for B2B +$100M revenues companies with +1000 active customers who are looking to better manage customer payment processes, deploy the best collection actions, reduce bad debt and increase cash flow while improving collaboration across teams and enhance customer experience. Sidetrade have been trusted by leading companies for over 20 years. Our intelligent AI technologies truly give a competitive edge.
Relationship and pipeline management built for investors. We eliminate data entry and provides intelligence to close more clients. We combine the ability to search your team's network easily and intuitively with automated data entry and alerts so you never miss opportunities to grow your business. Your network is your net worth. We'll help you maximize it. Intelligent relationship and pipeline management for investors, that eliminates data entry and provides signals to close more clients.
Satuit Technologies offers tailor made software for buy-side asset managers, including Wealth Management, Hedge Funds, Private Equity and Institutional Asset Management. Our software solutions can be delivered as a cloud solution or installed on your corporate servers. SatuitCRM, Satuit2GO, SatuitCPM, Satuit Investor Portal and Client Report Automation, enable asset and wealth managers to increase sales, improve client service, and reduce costs. CRM software for buy-side investment professionals for the asset management industry.
Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms and wealth managers. Manage your sales pipeline and investor relations, create reports / mass emails, setup on-boarding workflows and ensure due diligence and regulatory compliance. We have been in this business long enough to know that every firm has its own defined processes. Let us show you how ProTrak CRM molds to your firm. An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms
Doxim CRM was designed to meet specific needs of Banks and Credit Unions. Experience the benefits of CRM created specifically for you. Automate personalized sales and service offers at all touch points. Empower staff with a 360 view of customer activities and interactions. Develop a deeper understanding of your customer base, and take action to increase revenue and loyalty. Integrates fully with the Doxim Customer Engagement Platform for end-to-end customer experience management. Built for Banks and Credit Unions, Doxim Financial CRM helps you establish and maintain relationships with new and existing clients.
Cloud-based CRM & data analytics platform for financial institutions that helps augment better product-customer relationships. Cloud-based CRM & data analytics platform for financial institutions that helps augment better product-customer relationships.
Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more. Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more.
Web-based CRM that helps financial advisors with activity streams, system reporting, portfolio integrations, and automated workflows. Web-based CRM that helps financial advisors with activity streams, system reporting, portfolio integrations, and automated workflows.
CRMNEXT is the Worlds most powerful financial CRM. It has practice leadership across nine verticals assisting businesses from SMEs to Fortune 500 businesses in optimizing customer relationships. Gartner recognizes CRMNEXT as a leading player in Sales force automation, Service Management and Lead Management. It is committed to make digital journeys of its customers, simpler and profitable through disruptive innovations. For more information, visit www.crmnext.com CRMNEXT is a global CRM solution provider, a specialist in optimizing customer relationships.
zeb.control - Increase your earnings while managing your risk! An efficient management of financial service providers requires flexible information, planning and analysis tools. The zeb.control product range provides the technical support for managing a variety of financial controlling, risk measurement and monitoring, accounting and value management tasks. The product range and the modules are freely combined, enabling a quick integration into existing IT structures. Bank information system that addresses all aspects of modern bank management
Market Quest For Insurance is a marketing and CRM system that increases your sales, keeps you organized, and helps you differentiate yourself from your competitors. Industry-specific marketing content that get results. Send e-cards, newsletters, video email and any customized email to stay in front of prospects, clients, and referral sources. Build customer loyalty and generate more referrals. Market Quest for Real Estate is a marketing and CRM system that increases your sales and keeps you organized.
The Living Systems Process Suite - or LSPS - from Whitestein is revolutionary. The platform is designed from first principles to answer the needs of business and IT in one seamless, transformational package. Whether you need to build a simple standalone application to automate a paper-based workflow, integrate ageing legacy infrastructure, or create intelligent software solutions that adapt their behavior to business events in order to achieve business outcomes, it is the intelligent choice. LSPS from Whitestein is the most advanced, intelligent BPMS available today.
SalesPage Technologies is your partner for intelligent distribution. Whether you're in operations, sales management, marketing, or IT, we provide the best software solutions, services and integrations to help you get the data right, maximize your time, and distribute your products intelligently. Experience, technical strength, industry knowledge, and collaboration with a strong client communitythese set SalesPage apart as the best software solution provider for asset management distribution. Provides asset managers with solutions and integrations that leverage existing data to drive more effective distribution strategies.
Financial CRM tool which provides outreach scalability and promotion of customer retention through cross-selling techniques. Financial CRM tool which provides outreach scalability and promotion of customer retention through cross-selling techniques.
Scorto Behavia is a solution for customer relationship management through scoring and analysis. The system is capable of predicting customer behavior on macro and micro levels. Scorto Behavia allows banks to automate reporting for portfolio analysis and Basel II/III requirements, spot trends in customers' behavior, monitor product performance and proactively address churn. A solution for customer relationship management through scoring and analysis.
The #1 financial diagnostic and plan tool that begins where your traditional financial accounting stops. It provides vital financial information and key financial indicators of your business whenever you need them. Fully automated business financials with lots of unique features and state-of-the-art financial analysis tools. It provides vital financial information and key financial indicators of your business whenever you want them.
Jobstream 9 is a highly configurable software platform built to suit the individual requirements of the offshore financial services industry. It enables trust companies, family offices, and similar organisations to efficiently manage their business by providing a single integrated source of role-based, actionable information supporting client and office: - Administration - Accounting - Practice management - Reporting - Regulatory compliance. A software platform that serves the specialist accounting and administration requirements of trust companies.
Poderoso CRM projetado para bancos corporativos e de varejo e instituições financeiras para gerenciar uma jornada completa do cliente e melhorar a experiência do cliente. A solução oferece um conjunto completo de ferramentas para o gerenciamento de front-office e central de contato do banco, permitindo o gerenciamento de processos completos de vendas de produtos e serviços financeiros para os clientes corporativos do banco, bem como campanhas de marketing multicanal para promover a geração de demanda. - Jornada do cliente do banco - Vendas bancárias - Marketing CRM inovador orientado a processos para bancos e instituições financeiras para agilizar processos voltados para o cliente
AIM, a principal solução de Private Equity da plataforma Salesforce, permite consolidar os dados em um sistema central para eficiência operacional e otimizar fluxos de trabalho para expansão. AIM é Lightning-ready, com interface de usuário limpa e simples, criado para facilidade de uso e velocidade. Com AIM, você obtém a base para criar a solução de tecnologia para toda a empresa, aproveitando o poder dos dados e ganhando uma vantagem informacional que o coloca anos à frente da concorrência. Gerenciar captação de recursos, fluxo de negócios, due diligence e portfólios. Para gestores de fundos de ativos alternativos e investidores institucionais.
BroadPoint is an award-winning, Gold-Certified Microsoft CRM and ERP partner. Since 2001, our team of passionate, seasoned consultants has been focused on one thing: helping our clients meet their goals by designing and implementing great technology solutions. After gaining a deep understanding of your organization, we deliver an integrated solution to fit your unique needs. BroadPoint is an award-winning business & technology consulting firm dedicated to helping organizations solve complex business problems
Online, Mobile and Web tools that make it easy to engage clients, help them understand your product and purchase it. Customise for a specific requirement; scale at minimum cost and adapt quickly as conditions change. Benefits include increased reach, deeper client relationships and corporate agility. Online, Mobile and Web tools that make it easy to engage clients, help them understand your product and purchase it.
Cloud based solution for financial and insurance industries. Features include collaboration, client onboarding, & workflow management. Cloud based solution for financial and insurance industries. Features include collaboration, client onboarding, & workflow management.
Cloud Hedge is a cloud based, collaboration and productivity solution designed specifically for Hedge Funds. Based on Salesforce. Cloud Hedge is a cloud based, collaboration and productivity solution designed specifically for Hedge Funds. Based on Salesforce.
SeedRM is a powerful tool for Investment Managers seeking to institutionalize Relationship Management, Allocation Pipeline, Document Management, and Activity Management needs. Leveraging Force.com's world-class security and cloud-based platform, SeedRM's provides Users a collaborative, centralized technology solution for the Investment Management industry. SeedRM institutionalizes Relationship Management, Allocation Pipeline, and Document and Activity Management for Investment Mangers.
Kronos Finance CRM is the most complete customer management solution for financial and insurance professionals. This database centralizes all of your clients insurance and investments data while giving you all the tools you need to optimize your business. Kronos Finance CRM is the most complete customer management solution for financial and insurance professionals.
Our Business Activity Monitor, enables you to make decisions based on statistics, access trends and the use of channels. Use our Analyzer and filter results per channel, country, time zone or device. Analyze the amount of transactions and the most used functions of your portal. Enables you to make strategic decisions based on statistics, access trends and the use of your channels
MagniFinance is a financial management platform for businesses. We want managers to be able to run their business' money in just 5 daily minutes. MagniFinance automates 90% of all financial management tasks and does all the heavy lifting so you can manage your finances with no typing. MagniFinance supports the entire financial management process, from invoicing; payable and receivable control, expense management; and from this information cashflow prediction. Magnifinance is a finance management software that makes certified invoices for users and provides a data analytics dashboard
Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features. Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features.
Would you like CRM software that seamlessly supports you in sales, marketing and service? Or an agile CRM tool that you can use quickly and in a targeted manner? BSI CRM is both, thanks to its strictly modular structure and open technology. Whether B2C, B2B, department or group: BSI CRM adapts to your business, your processes and your IT environment, and not vice versa. This gives you a clear 360 view of customer data and customer behavior at any time, in any department and at any touch point. Whether B2C, B2B, department or group: BSI CRM adapts to your business, your processes and your IT environment, and not vice versa.
BankSight enables retail and business bankers to deliver meaningful experiences to their customers through timely, intelligent and actionable customer insights and a single view of the customer. The results are increased NPS scores, higher cross-sell/service and referral ratios that increase revenues, and more committed customers with less customer attrition. Bankers never miss opportunities to proactively engage with their customers. Intelligent Banking CRM that helps bankers never miss opportunities to proactively engage with their customers.
The Relationship Management System supports the entire customer relationship, from contact to sale to onboarding and case management. The Relationship Management System supports the entire customer relationship, from contact to sale to onboarding and case management.
Your most precious resource is your time. Top investment advisors with growing practice need effective and efficient ways to help their clients and differentiate their values. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value propositions, right from the very beginning. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value
Practifi is the business management platform solution for financial advice. RIAs, IBDs & MFOs now have a system to unify their business from client interactions, compliance detail, and sales targets to revenue. Centers-of-influence, partners and providers are also managed with powerful automation and analytics alongside an ecosystem of leading partners. The business management platform solution for growing financial advice businesses. Grow your business, your way.
Squirros Insight Engine unlocks the value of unstructured data through cognitive search, advanced Analytics and Dashboarding. Its vertical specific Augmented Intelligence Apps unlock the power of AI to business users by generating leads, next best action recommendations and a real 360 client cockpits, all as an integrations within CRM Systems or core Banking or Insurance Systems. Augmented Intelligence Apps unlock the power of AI to business users by generating leads, next best action recommendations and more...
DigiFi is the worlds first open-source loan origination system. The company's foundational technology empowers lenders to drive digital transformation without needing to build core lending capabilities from scratch. DigiFi is based in New York City and serves the consumer, mortgage, small business and commercial lending industries. DigiFi is the worlds first open-source loan origination system. The company's foundational technology empowers lenders to drive digita
Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders; better understand your shareholder base; profile and target institutional investors with greater accuracy; and advise your management with value-adding briefing notes and reports Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders
IR CRM platform that helps you analyze market data, take control of investor communications, reduce costs, manage risks, and build better relationships with your stakeholders. Investor Relations CRM platform that helps you analyze market data and build better relationships with your stakeholders.