CRM for Financial Services and Fund Managers

The financial services and banking industry has undergone huge change over the last few years and only modern-thinking and progressive companies will retain customer loyalty and satisfy an ever-demanding and time-conscious client base.

Successful financial services businesses are automating and managing every aspect of their business through investment in information technology.

Hedron4 offers a number of specific CRM solutions for Financial Service and Banking companies, which delivers a single view of the customer in a user-friendly interface to develop a knowledgeable, personalised service and cross-selling opportunities. Backed by robust security, organisations can ensure adherence to regulations for data retention.

Features at a glance:

• Enquiry handling
• Brochure fulfillment
• Sales lead management
• Workflow automation
• Client profiling and reporting

Hedron4 for Financial Services firms is built on SugarCRM, the world's largest Open Source based CRM solution.

As an Open Source based solution, SugarCRM has the flexibility to be infinitely adaptable whilst delivering a fast ROI due to its competitive pricing.  The security framework makes SugarCRM a highly secure environment to capture and nurture leads.

SugarCRM comes with full reporting and workflow capabilities which means that regulatory compliance is streamlined and common tasks are never forgotten.

Microsoft Office integration is part of the solution so your sales team can be using MS Outlook, Word or Excel.

Hedron4 includes telephony integration which means that when the phone rings the client details instantly appear on screen and the call details and time can be automatically logged.  Outbound calling is also handled at a click of a button.

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