Oxygen CRM CF
Oxygen CRM-CF is a highly secure, cloud-based CRM, that has been designed specifically to help enable Corporate & Commercial Finance Advisory organisations to achieve compliance in regulated and independent audits.
Today, the proliferation of technology is prevalent in every industry, with new companies finding faster, more efficient ways of disrupting traditional industries. The Corporate & Commercial Finance industries are no different; the legacy and regulated structure of the financial world makes it a prime target for tech-disruption. Consider the advent of the non-physical banking experience, the FinTech and Cryptocurrency giants and new household names such as PayPal and Bitcoin.
CRM-CF is designed to provide you with a complete 360-degree view of deal, case and client data, combined with a highly secure and intelligent document storage facility, improving efficiency and automating many of your day to day tasks. This enables you to reduce the cost of providing your service, and with more time available, better, more detailed information and data at your fingertips, you are able to spend more time with your clients adding tangible value to your relationships and driving deal quality and volume.
Meet Oxygen CRM-CF
Intuitively capture critical information around key data points with your very own custom Oxygen Analytics Dashboard – identify trends, wins and losses and share and promote good news to boost your entire-company feelgood factor
Use key data points to benchmark historic and current performance, and optimise future results based on tangible data and measurable outcomes
Search by relationship, company, contact, opportunity, project or document type and rapidly locate the information you’re looking for
Easily share knowledge throughout your organisation and inform colleagues with automated workflows and task management to streamline your entire customer journey
- Discreetly and confidentially manage cases from opportunity through to close
- Manage contacts, companies, lenders and marketing preferences from one single central platform
- Track all communications – calls, emails, letters, meetings and referrals
- Securely manage financial information, investment objectives, risk profile, ‘KYC’ and compliance reporting
- Secure access permission-based hierarchies ensure your teams see only what they are authorised to see
- Fully FCA / SEC / GDPR compliant by design
- Manage multiple and repeat cases on a customer / lender basis
- Streamline the customer journey with automated onboarding, task management and workflow automation
- Intuitive and outcome-based dashboards and key data point analysis with Oxygen Analytics
- Multi-generational and highly intuitive user interface
Download our CRM-CF PDF factsheet here
The truth is; companies do need CRM systems.An active sales team generates a ton of data; they can be out on the road talking to customers, meeting prospects and uncovering valuable information – more often than not, this information gets stored in handwritten notes,...