InsightsCRM

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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.