CRM systems are increasingly pivotal to asset and wealth managers. In fact, a new Celent survey presented at the Objectway International Customer Conference this month found that CRM systems are the most widely used technology by investment advisors.
The advantage of a CRM system is not only its ability to capture and document client interactions, but also to give a full 360 view of the client. A great deal of relevant client financial and relationship data is stored in eXimius. With the new CRM Synhronisation feature, eXimius makes a wide range of this data available to a CRM system.
This data includes Clients, Relations, Roles, Reporting Communications, Portfolios, Values, Performances, Yields, and so on. Now you can access this information in Client Engage, Objectway’s vertical CRM solution, or a third-party CRM system.