CRM for

Wealth Management Professionals.

Cantata has been working with Financial Service organisations, and specifically Wealth Management and financial advice firms, for over two decades. Our clients have ranged from FTSE50 providers to small financial advisors. These organisations offer a range of services from personal financial advice to complex corporate investment management services. We have also supported the CRM needs of family offices managing large investment portfolios.

Roadmap work for these organisations will often include extensive engagement with a wide range of users from senior stakeholders to administrative staff, and we are experienced at obtaining buy-in and support for complex change.

Sales processes in complex Financial Services are often very different, and require a different approach, to typical CRM product sales functions. We have assisted organisations in implementing efficient business processes for supporting client meetings, managing follow-up activities across teams, and providing business and revenue forecasting capabilities — including the use of AI to support sales projections.

Functionality often includes specific integration requirements to a range of dedicated (often in-house) tools for financial planning and document production. We specialise in assisting organisations select and implement the correct technology landscape, and our independence means we can recommend tools from across the market.

We have helped clients with advanced auditing and security requirements, such as providing "Ethical Walls" between functions within these organisations. This has sometimes required us to develop additional capabilities over those provided as standard within the market-leading CRM tools.