MoneyWare CRM Solution
MoneyWare Customer Relationship Management Solution
An integrated platform that works with you to keep your customer at the core of your business
As a wealth manager or advisor, you are singularly focused on delivering quality services to your client. Today, constant communication in real-time combined with managing your client’s assets super efficiently, effectively and speedily is crucial in keeping customers happy. The challenge of day-to-day operations, tedious manual processes and client expectations on measurable deliverables can impact your client relationship.
MoneyWare CRM solution enables you to boost revenues and nurture your client with service levels that will elicit customer delight.
ENHANCE CUSTOMER EXPERIENCE WITH MONEYWARE’S REPORTING SERVICES
MoneyWare CRM – feature-packed one-stop solution that is client-centric and service-oriented
Manage your client’s activities with a simple to use and uncomplicated platform
Account and Contact management
Generate and convert leads to clients
Explore opportunities with a strong pipeline
Handle your meetings with ease with notes, action plans and more
Schedule meetings and be responsive with notifications and alerts
Generate custom reports relevant to your customer
Anytime, anywhere access on the go with mobile app
Miles Software Leader in IBS Intelligence Sales League Table 2018
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