Financial CRM Software

What is Financial CRM Software?

The success of any business depends on innovation and the response it gathers from customers. It is essential to please your customers and keep them hooked with new and creative changes to your features and services to retain your old customers and attract new customers. Ncrypted Technologies offers a custom-made financial customer relationship software that can include many interesting applications like hedge fund software, banking systems software, investment management software etc.

Financial CRM software can help you establish your companies as market leaders and address the needs of your clients. Enriching your customer relationship experience by using our software, you can give yourself a competitive edge over the other companies, winning more business and clients. Here are a few interesting features that can be included in our Financial CRM software:

Customer and Marketing Management

Our software can be designed with tools to handle customer and marketing management efficiently allowing you to focus on your business without spending resources on this. You can improve customer engagement by email newsletters, social media integration and relationship tracking which can be activated in our software. We can configure our software to send out multi-channel email campaigns with detailed and personalized marketing messages ensuring maximum Return Of Investment.

Integration and Automation

Ncrypted Technologies can enable powerful integration and automation tools in your software allowing seamless integration with commonly used third-party applications allowing systems to sync data from different systems on a common platform. You can standardize your business processes and improve operational efficiency by creating workflows to send out notifications and reminders to employees ensuring work gets completed in time.

Contact and Lead Management

Our software can be modelled to store information of your current clients and potentially interested prospects in a centralized storage system allowing easy access to your sales team. Important documents for partnership contracts and induction contracts can be uploaded in the software enabling easy onboarding and tracking of new customers. The financial status of your customers can be stored on your central database allowing your financial advisory team to suggest solutions promptly when problems arise.

Secure Data Storage

Banks, credit unions and insurance companies can use our financial CRM software to collect and store information regarding their clients in a secure, easily accessible environment. Our software can be designed to store your client’s data in a highly secure environment protecting sensitive information like contact details, transaction history etc. We can empower our software with powerful analytical tools that can analyze the obtained data and help lookout for any issues that may arise in future.

Hedge Fund Capital Raising Software

Ncrypted Technologies can equip your financial CRM software with a highly efficient hedge fund software assisting you in enhancing your marketing and capital raising strategies. We can design our software to allow seamless integration with your company’s database allowing fast access to data during communication with clients and investors. It can be accessed from mobiles and laptops letting you work on the move. The mobile platform can be modelled with advanced user access control that lets you work efficiently and ensure data protection by powerful encryption software. You can activate the software to track your investors and devote individual attention to them using our interactive user interface and configurable account statements. We can model the software to track your compliance to various standard regulations helping your hedge fund and fund administrators stay compliant at all times.

Banking Systems Software

Our software can be designed with powerful banking systems software that can provide you access to all the banking services 24/7 at your convenience. We can model the software to allow seamless data management and data migration increasing your operational efficiency. You can access the software from various devices such as mobiles, laptops and desktop allowing you to work on the go, recording your day to day transactions. Advanced security integration and safety tools like dual authentication process and digital identity management can be equipped to our software to protect details of your transactions and prevent fraudulent online transactions and money mismanagement.

Investment Management Software

Ncrypted Technologies can design powerful investment management software that can facilitate easy tracking of all your investments in a single platform, equipped with powerful analytical and research tools. You will be able to compare the insurance policies and ventures from different companies, helping you make informed decisions to invest safely. It can also be modeled to manage your portfolio and ensure compliance with various standard regulations.
Establishing good customer relationships is an essential requirement in all sectors and industries. Our financial CRM simplifies this process and lets you develop strong bonds of trust and satisfaction with your clients by establishing clear communication and transparency in your work processes. Get our financial CRM software and automate your customer management tasks allowing you to focus your time and resources on expanding your profits and improving your quality of work.