CRM Wealth Management

Wealth management is based on trust and perfect customer relationship management.
You are an independent manager, an asset manager, a hedge fund manager, a securities dealer,

an investment company and you want to enrich your team with a professional CRM which can supply a key competitive advantage.

We offer our expertise and tools to:

• Increase the number of customers (acquisition)
• Retain your business relationships (loyalty)
• Optimize your customer reporting to increase your efficiency and reach your objectives
• Help you integrate your business contributors, website and communication

Why choosing ClientFidelity TouchMind-CRM?

Have a global picture of your customers

Provide your customers with high standards of professionalism and attentiveness to their needs (loyalty campaigns via emails, direct marketing, invitations, and sms)

Get productivity tools to help you integrating your existing tools (Blackberry, iPhone, Lotus, Outlook)

Get a CRM optimization according to the policies of Fair Banking Anti-Money Laundering, Risk Management

Get a hosting in Switzerland under the law on Data Protection, Data Center Class A (ISO 27'001)

Provide extremely competitive value proposition

Get TouchMind SaaS solution, a product created with our customers and distributors to serve their needs