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Benefits of SuiteCRM software for financial services

By July 5, 2021August 18th, 2021Opensource CRM

In this blog, you will be getting an insight on the benefits of SuiteCRM software for financial services. SuiteCRM is a famous solution suitable for all the banking and financial service industries in the world. It is so reliable and useful that even big names across multiple business industries and sectors use it to manage their customer relationships and drive sales. With a user-friendly interface, users don’t have to worry about a steep learning curve to get acquainted with the software.

 It is packed with many features, including sales force automation, business intelligence and analytics, Free CRM workflow automation, marketing automation, Google Apps integration and more. The cloud based CRM does not need any software downloads or other external hardware.

About SuiteCRM

SuiteCRM based Online Financial Services software solutions: Wealth Management software solutions and SuiteCRM Software Solutions are utilized by the Insurance, financial services industry, wealth management sector, IT, Media, Advertising, Legal, Engineering, Corporate, Pharmaceutical, Government, Construction, Automotive and the Service industries around the world such as USA (San Diego, Los Angeles, San Francisco, New York, Boston, Chicago, Detroit, Washington, etc), Canada, UK, Italy, Spain, Germany, Holland, Sweden, France, Egypt, Jordan, Dubai, Saudi Arabia, Bahrain, Kuwait, South Africa Singapore, China (Hong Kong, Shanghai), Japan, Australia, and many more.

We built our web based CRM software from the ground up to maximize the significant advantages that hosted software provides. All upgrades and customization’s are implemented transparently to users. Minimal training is required. In fact, you can be up and running with in days, not the months or years required by conventional CRM providers.

Features of SuiteCRM software for financial services

  • Customize-able Platform
  • Workflow Automation
  • Web Site Integration
  • Document Management
  • Profile Based Security
  • Microsoft Mail Merge
  • Marketing Automation
  • Customer Service and Support
  • Email Integration
  • Social CRM
  • Business Intelligence and Analytics
  • Custom CRM Workflow Engine
  • Collaboration Tools

Benefits of SuiteCRM software for financial services

Relationship-based Selling:

SuiteCRM based on financial services: wealth management software solutions allow advisors at wealth management firms to understand customers’ financial goals. Key components include “referral-tracking” driven by a 360-degree customer view, call list, and opportunity management. These capabilities provide agents with the tools they need to efficiently and effectively target customers with cross-sell and up-sell offers that make sense and build customer loyalty.

Customer Value Driven Marketing:

Enables wealth management firms and small business financial companies to improve marketing effectiveness through enhanced customer value driven segmentation and campaign targeting to increase marketing effectiveness and ROI. Opensource CRM software tools help the small business target profitable customers, and engage them in more effective dialog.

SuiteCRM Integrated Advisor software solution:

SuiteCRM on demand, on-line financial services and wealth management software systems help wealth management firms in their efforts to increase customer wallet share. Key components include integrated financial planning, integrated market data services & portfolio management tools.

Complete web based Opensource CRM solution for the Financial Services industry

  • Referral management
  • Consolidated household profiles
  • Comprehensive client portfolios
  • Improved advisor loyalty
  • Referral Management
  • Automatic lead creation
  • Ability to view all referrals made by a particular client

If you are a financial consultant then it is the right time to SuiteCRM implement and boost your productivity.

For more details, you can contact and our CRM experts will be more than happy to support you.

Nasir Khan - CRM Expert

Nasir Khan - CRM Expert

More than decade serving client-contact, consistently contributing above average, expertise been honed in cultivating strategic relationship, anticipating problems and communicating with warms, persuasive conviction. • Positioned SugarCRM as the most favorable CRM for BFSI industry in India