Empower your advisors to deliver a personalized, data-driven experience to their customers. Streamline your organization’s outreach and engagement workflows, deepen customer relationships with a tailored engagement, and meet your client ambitions and wealth targets.
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Organizing and segmenting prospecting and active client data across the organization tends to pose a significant challenge. Add to those, challenges posed by incomplete datasets, duplication of effort, and inconsistent and miss-selling. InsightsCRM proactively addresses these challenges to drive stronger intelligence, targeting relevance and consistency in the engagement value chain.
No matter what the size of your customer account, the expectation is a high-touch and proactive engagement. With InsightsCRM we strive to drive a personalized engagement, reflecting on milestones, life events, and wealth structuring needs of each client. Client aspirations, risk profiles, objectives and cashflow (needs) all come into play to drive a personalized engagement.
Advisors need the flexibility to engage their clients across multiple channels, with the ability to track such engagement events. It is important to provide seamless engagement of the client base across emails, WhatsApp, SMS, phone calls, in-person and virtual meetings, as well as portal access. We ensure you have a set of tools and third-party integrations to achieve your engagement objectives.
Mapping the customer journey from sign-up to active client engagement can be an onerous challenge. Digitizing Know Your Client (KYC) processes, risk assessment and profiling and document management can minimize onboarding challenges. InsightsCRM can integrate (via APIs) with third-party systems or create workflows to aid your onboarding process.
Chronologically track on client interactions (across emails, SMS, WhatsApp, meetings, phone calls etc.) so that nothing is ever missed in the engagement lifecycle. Ensure superior relationship mapping (grouping accounts) and do not miss an opportunity to cross-sell capabilities.
Creating and maintaining client (account) profiles that provide easy to engage metrics and client segmentation; while ensuring specific products (e.g., Mutual funds; Direct equities; Private equity; Retirement planning; Insurance planning) are aligned to specific client (account) profiles for a targeting perspective.
Bringing into play portfolio holdings and investment performance within each client profile, based on third-party API integrations. We work with our clients (and their wealth advisors) to deliver bespoke integration capabilities to drive a stronger and more insightful client level engagement.
