Wealth Management CRM Software
Communica provides world class support for relationship and client managers, operations and business management within wealth management organizations.
The key benefits of Communica for Wealth Managers are:
- Extensive contact management facilities allowing the capture of specific and detailed client information
- World class client servicing through the automated provision of client documentation such as monthly performance reports or through Communica Connect, Communica's secure extranet module
- Allows relationship managers to send professional and personalized HTML communication at the touch of a button to all clients
- Ability to profile and segment clients according to specific, user-defined criteria allowing for very personalized campaigns and other communications
- Communica Mobile allows relationship managers to access and update Communica dCRM remotely through their BlackBerry or other Mobile device
Key product modules are:
- Communica dCRM - for contact & relationship management, investor opportunity management, campaign management, reporting and workflows.
- Communica Connect - for the provision of a fully integrated investor website and extranet.
- Communica Mobile - for using Communica dCRM on a mobile device.