StayinFront Financial Services is a powerful Customer Relationship Management (CRM) solution that helps enable institutional and retail financial services organisations to distinguish themselves by setting new standards in relationship management.
As companies continue to try and differentiate themselves in the marketplace, they look to solution and service providers like StayinFront to deliver a greater degree of personalisation, throughout their product and service offerings.
Increase Effectiveness of Adviser Networks
The financial services sector is defined by an increasingly complex network of advisers, dealer groups, wholesalers, fund managers and retail customers.
StayinFront Financial Services provides easy to use CRM functionality that underpins every client interaction in the advisory process, from the initial query through to qualification and assessment to the ultimate provision of a statement of advice and other services.
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By integrating every source of client information into a single repository, relationship managers enjoy a 360 degree view of all client interactions, investments and values, along with the ability to map all the relationships between existing and potential customers.
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Advisers can access StayinFront Financial Services to view all portfolio records and past investments as well as unit registry data and a complete knowledgebase of the company’s various products and their past performance to help inform the process.
Maximise Efficiency and Quality of Service
Securing new clients and delivering expert financial services can involve a range of time consuming activities. This work is essential to ensuring that customers receive a quality result such as developing account plans, matching investment vehicles to clients and managing compliance.
StayinFront Financial Services can automate many of these tasks by utilising advanced workflow functions to ensure due process is applied while maximising efficiency and performance.
Deployment Flexibility Enhances Information Access
Access to the latest information is a vital part of staying on top of market trends, responding to client enquiries and ensuring that advice is timely and relevant. StayinFront Financial Services ensures that advisers always have the right information at their fingertips so client queries are addressed on the spot.
StayinFront Financial Services enables access to CRM functionality through the adviser desktop, notebooks, via the Web or handheld devices including Tablet PC's or PDAs.
Advanced Analytics Aid Client Retention
Nowhere is business intelligence more critical to performance than in financial services. Whether it’s analysing customer behaviour, matching clients to various investment opportunities or assessing risk, StayinFront Analytics delivers a competitive edge.
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This powerful data analysis and decision-support tool is invaluable for measuring key performance indicators and examining marketing, sales and financial data, with enormous flexibility in the way the results are reported and tabulated.
It includes a range of reporting tools specific to the needs of the financial services sector, including Funds Under Advice (FUA), and Funds Under Management (FUM).
CRM that Adapts to Your Needs
StayinFront Financial Services provides an exact fit CRM solution for an organisation’s existing processes and unique business requirements, and can be easily adapted to accommodate changing market conditions.
Amendments to industry regulations and the compliance regime, new competitor initiatives, increasingly complex relationships, and the introduction of more sophisticated and diverse product offerings all require constant adjustment.
StayinFront Financial Services incorporates flexible architecture that allows comprehensive configuration and on-going upgrades to be made quickly and easily without a major investment or disruption to your business.
Enabling Compliance
The embedded compliance management tools in StayinFront Financial Services make it easy for advisers to abide by laws relating to the provision of Financial Services Guides and Product Disclosure Statements to clients.
For example, StayinFront Financial Services has embedded procedures that are necessary to fulfil the Know Your Client requirements of the Financial Services Reform Act.
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StayinFront Financial Services can also establish business rules that automatically trigger an alert if a client makes questionable transactions that require further investigation, as in the case of money laundering.
Professional Services
StayinFront offers a full range of implementation and support services tailored for the financial services market. Clients can choose between a fully outsourced service model or in-house support using internal resources, where StayinFront provides technical training, certification and ongoing Tier 2 technical support.
StayinFront Professional Services include:
- Implementation Services
- Help Desk
- Client Services
- Training
- Data Quality Services
