InsightsCRM is a Software-as-a-Service offering driving Customer Engagement and Customer Management. It offers an Enormous Opportunity to take the power of SAAS delivery to energize businesses of all sizes and scales:
Enhanced Security & Compliance: Bring enhanced governance around data and compliance across the firm
Data-Driven Decision Making: Elimination of information silos; boost the quality of decision-making across the firm
Automation of Workflows & Internal Communication: Custom workflows and decision-making props that address business needs
Boost Transparency & Accountability: Drive empowerment and superior levels of engagement across the firm.
Superior Knowledge Management: Enabling businesses to leverage intelligence on customers to adapt quickly to market events
Improved Customer Intelligence: Make data a considerable driver to anticipate customer behavior and profiling.
InsightsCRM brings Domain-Centric Capabilities, Customer Intelligence, and specific workflows that support each of the business segments:
Retail Wealth Advisory: We empower wealth advisors and their business needs across the value chain: prospecting, new client onboarding, client service, Risk profiling, product alignment, management reporting, and analytics.
Investor Relations Management: Addressing the investor outreach and engagement challenge for the Investor Relations groups within listed companies to drive improvements in shareholder base proactive engagement of existing shareholders.
Insurance Broking & Advisory: Delivering a platform for effective management of Insurance exposure for new clients and renewal clients and building a framework for delivering competitive solutions across the marketplace of insurance providers.
Our Unique Selling Proposition:
Disrupting conventional wisdom when it comes to Customer Engagement and Knowledge Management:
Deep Domain-Centric Capabilities
Lower total cost of Ownership Strong
Deep Contextual AI Capabilities
Superior UI/UX; Integrations; and Support
Intuitive & Custom Workflows
InsightsCRM offers Intuitive Designs and Navigation Features, Significant UI/UX advantages over competitors' offerings, transaction-level confidentiality across interactions, and Intelligent Email Integration Features while maintaining user-level discretion.
InsightsCRM is driving engagement discipline and transaction-level success across the organization in Banking, M&A, and Advisory:
Single Source of Truth
Profiling and Business Development
Transaction Management Discipline
Performance Tracking & Reporting
Interactions History to Aid Future Deals
Intelligent Task Management
InsightsCRM aids in bringing your Research, Sales, & Trading business to the forefront:
Smart Account/Client Profiling
Service Team Alignment to Service Promise
High-Value Engagement versus Maintenance Service
Daily tools to support individual investment professionals
InsightsCRM helps empower the Sales Team to drive AUM Growth in Asset Management:
New Client Acquisition
Proactive Prospecting
Product-Opportunity Alignment
Marketing Outreach
Smart Client Profiling
Integrate Third-Party Target Data
Alerts and Notifications
Reporting & Planning
We have deeply understood software user experiences and tirelessly iterated to get things right! Even then, we know what seems right today will evolve into something entirely different tomorrow.
This openness and innate desire to constantly push the boundaries of our expertise and knowledge while paying careful attention to our customers' voices puts us in a formidable position to serve our customers.
Our customers mean the world to us, whether big or small. Each of our customers is unique, and we have sometimes engaged with them to provide all the help and assistance they have requested to get the most out of our applications. We bring the same philosophy and mindset to our SAAS engagement as we look to build a partnership, as opposed to a mere client-vendor type relationship.
We bring our value system and mindset to build true partnerships with our customers every step of the way to meet their needs today and stay connected to meet their needs tomorrow.
