Alveare-Digital-Client-Management

DIGITAL CLIENT
MANAGEMENT

The Holistic Approach to Wealth Management CRM

Client Engage is the front-office customer relationship management solution. It provides an easy-to-use wealth solution based on Microsoft Dynamics 365 to efficiently and effectively manage clients, orchestrating interactions and communications.

OW-Exag-Cliemt-Engage

DIGITAL CLIENT MANAGEMENT

  • WEALTH MANAGER CRM

    360° view of client data, investments, assets and relationship, communication store & tracking (emails, calls, meetings agenda)

  • DIGITAL CONTRACT MANAGEMENT

    Managing all stages of digital contract process in a paperless way, including electronic signature and archiving

KEY BENEFITS

  • Combine financial & personal data in one end user experience
  • Keep you connected with clients and prospects
  • Be more effective in your day-to-day tasks
  • Maximize efficiency and drive higher revenue
  • Reach long-term business objectives and goals

FEATURES

  • 360° view of client data, investments, assets and relationship
  • Integration with portfolio management for portfolio insights
  • Onboarding processes via configurable business process flows
  • Dashboard views with upcoming diary, tasks and approvals
  • Account maintenance processes
  • Tracking visit reports with follow-up tasks
  • Communication center for in & outbound communications
  • Two-way secure messages with workflow capabilities and case management
  • Business processes flows for payments and transfer instruction
  • Configurable security model for individual and teams

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