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

Benefits:

Analyse

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

Optimise

Use key data points to benchmark historic and current performance, and optimise future results based on tangible data and measurable outcomes

Discover

Search by relationship, company, contact, opportunity, project or document type and rapidly locate the information you’re looking for

Collaborate

Easily share knowledge throughout your organisation and inform colleagues with automated workflows and task management to streamline your entire customer journey

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Features:

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