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.