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
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
Use key data points to benchmark historic and current performance, and optimise future results based on tangible data and measurable outcomes
Search by relationship, company, contact, opportunity, project or document type and rapidly locate the information you’re looking for.
Easily share knowledge throughout your organisation and inform colleagues with automated workflows and task management to streamline your entire customer journey
- 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
The truth is; companies do need CRM systems.An active sales team generates a ton of data; they can be out on the road talking to customers, meeting prospects and uncovering valuable information – more often than not, this information gets stored in handwritten notes,...