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Vantage for Financial Services
For Financial Services, Vantage offers “out of box” business functionality supporting the CRM needs of Wealth Management, Asset/Investment management, Capital Markets, Treasury, Private Equity, Private Banking, Family offices and Insurance organizations.
This functionality includes extension of contact/client functionality to include client classification and tiering, financial services relationships and family groups, multiple sales owners, “red flag” and client marking capabilities, and client profiling. Views into third party systems and near-real time integration options provide portfolio views.
Vantage provides specific functionality for various financial services requirements, including research distribution, annual review processes etc. Its sales functionality is tailored to financial services sales processes, including sales distribution management, customer/prospect watch lists and account plans, appointment-led sales processes and formal meeting classification. Support for complex financial services products is provided as standard, including portfolio management.
Compliance requirements are met with support for compliance/review processes, MiFID classification, full auditing capabilities and highly developed client marketing and DPA functionality.
Vantage comes with a powerful events management system including a web portal for client access. The system is used to support the full range of events from general sales and marketing events to investor roadshows and fundraising.
Underpinning Vantage is a comprehensive extension of “infrastructure” capabilities to provide a basis for rapid integration to financial services systems, “out of box” support for document management integration (including SharePoint integration as standard), per-user and per-department tailoring of the user-interface presentation and powerful dynamic data presentation capabilities to ensure users are only shown information they are authorized to see and that is relevant to them.
Vantage has been developed to use either Microsoft Dynamics or Salesforce.com platforms. These provide highly reliable and functionally rich foundations. We offer Vantage in both hosted (on-demand) or on-premise deployments. Allied to our methodology for the rapid delivery of specific additional configuration, data migration, deployment and training, it delivers a highly cost effective customer management solution, specifically tailored to your market.

Key features

  • Client classification and tiering

  • Portfolio views

  • Research distribution

  • Compliance support

  • Auditing

  • Financial Services specific sales processes

  • Events management

  • Infrastructure enhancements