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Oxygen CRM-CF

The Corporate & Commercial Finance Edition

Oxygen CRM-CF

The Corporate & Commercial Finance Edition

Oxygen CRM-CF is a highly-secure, cloud-based tool, that has been designed in partnership with one of the UK’s leading Corporate Finance Advisory businesses, enabling CRM-CF to receive a 100% pass rate in a recent compliance audit.

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.

Oxygen 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.

Placing Digital Transformation at the cornerstone of your business to attract new clients – at a fraction of the cost of our competitors

The Corporate & Commercial Finance industries are experiencing not only the biggest generational transfer of wealth in history, but the new tech-savvy and technology dependent customers and investors who consume the latest and greatest technology the moment it is released, are looking for that same fast-paced, at-their-fingertips service that is both dynamic and ultra-secure.

Placing Digital Transformation at the cornerstone of your business to attract new clients – at a fraction of the cost of our competitors

CRM - Editions:

Oxygen CRM-CF is built directly into the FCA/SEC compliant and fully managed Microsoft cloud of Office 365, meaning it deploys fast and can be tailored to your terminology and processes – it adapts to you, not the other way around. All your information, processes and documents are integrated into a central hub, right there beside your primary relationship and prospect records. This creates a centrally connected platform that drives efficiency, and helps you work together more fluidly to provide clients with better service, spot trends effectively and boost overall service and revenue.

CRM - Editions:

Key features of CRM-CF – Corporate & Commercial Finance Edition:

Key features of CRM-CF – Corporate & Commercial Finance Edition:

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Carefully and consistently manage cases from opportunity through to close

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Manage contacts, companies, lenders and marketing preferences from one single central platform

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Experience the ease and associated joy of storing and locating documents with our highly-secure and intelligent document management libraries

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Track all communications – calls, emails, letters, meetings and referrals

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Secure access permission based hierarchies ensuring your teams see only what they are authorised to see

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Achieve GDPR compliance with your data platform in a few simple steps

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Manage compliance through process automation and task management

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Benefit from at-a-glance reporting and customise views to generate new insights in only a few steps

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Case management includes multiple case management against single company, customisable case type and stage choices

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Allocate advisor and log and manage enquiry, tasks and notes with auto date and time stamp, auto-creating a clear audit trail

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Multi-generational user interface; manage all data via secure web portal, directly from within Outlook, or via mobile app

Download our CRM-CF PDF factsheet here

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ISAAC Intelligence Limited
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Richmond
TW9 2PR

+44 (0) 20 8100 6119

ISAAC Intelligence PTY Ltd
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1 Market Street
Sydney
Australia
NSW 2000

+61 (02) 9275 8898

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