Oxygen CRM WM

CRM-WM; designed to meet the needs of boutique and private investment offices, placing Digital Transformation at the cornerstone of your business to attract new clients

CRM-WM borrows all the best bits from our highly-competitive, uber-user-friendly Oxygen CRM and adds additional security in the form of increased user-permission complexity, alongside sector-specific terminology (ultimately you still decide on the key terminology used in your app) to provide you with a complete 360-degree view of client data.

Designed to improve efficiency and automate not only your onboarding process, but quarterly and annual reporting as well as auto-imports of custodian held reporting.

All of this equates to saving time, which in turn enables you to reduce the cost of giving advice – with more time available, and better, more detailed information at your fingertips, you are able to spend more quality 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.

Meet Oxygen CRM-WM

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

Book your live demo

Features:

Discreetly manage complex relationships, whether individual, family, trust or corporate
Manage all data and related information, including documents, from a single central platform
Track all communications – calls, emails, letters, meetings and referrals
Securely manage financial information, investment objectives, risk profile, product knowledge and reporting
Secure permission-based hierarchies ensure your teams see only what they are authorised to see
GDPR compliant by design
Fully FCA / SEC / GDPR compliant
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