UK: +44 (0) 20 7869 8405 / AUSTRALIA: +61 (02) 9275 8898 ask@isaacintel.com

Oxygen CRM-WM is a highly-secure, cloud-based tool, designed to provide you with a complete 360-degree view of client data. Designed to improve efficiency and automate not only your onboarding processes, but quarterly and annual reporting as well. All of this equates to saving you time, which enables you to reduce the cost of giving advice. 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 – individual, family, trust or corporate.

The Wealth Management industry is experiencing the biggest generational transfer of wealth in history, and the new tech-savvy and technology dependent investors who consume the latest and greatest technology the moment it is released, are looking for the same fast-paced, at-their-fingertips service that is both dynamic and ultra-secure. Never before has the Wealth Management industry been faced with such an unprecedented demand for digital transformation as a cornerstone of their proposition.

Oxygen CRM-WM 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.

Designed to meet the needs of boutique and private investment offices, placing Digital Transformation at the cornerstone of your business to attract new clients – at a fraction of the cost of our competitors

CRM - Editions:

Key features of Oxygen CRM-WM Edition:

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Carefully and discreetly manage complex relationships, whether individual, family, trust or corporate

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Manage all data and related information, including documents 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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Manage financial information, investment objectives, risk profile and product knowledge in a user-friendly interface

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Secure 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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Dynamically overhaul the onboarding experience

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

ISAAC Intelligence Limited
Parkshot House
5 Kew Road
Richmond
TW9 2PR

+44 (0) 20 8100 6119

ISAAC Intelligence PTY Ltd
Floor 32
1 Market Street
Sydney
Australia
NSW 2000

+61 (02) 9275 8898

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