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.

Key features of Oxygen CRM-WM Edition: