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Description
SeedRM stands out as the most user-friendly and practical CRM solution designed specifically for Institutional Investors to adeptly oversee their connections with various Investment Managers. With internet connectivity, users can conveniently access SeedRM from virtually any location around the globe! The platform takes advantage of deep expertise in Investment Manager Due Diligence Advisory, reinforced by a team with extensive backgrounds in Financial Markets. Utilizing the robust and widely recognized Salesforce.com cloud platform, an unlimited number of licensed users can seamlessly access and share vital Investment Manager details, reports, and supporting documents. Whether you are at your office workstation or using a compatible mobile device, SeedRM offers a streamlined interface that allows users to effectively nurture relationships without interfering with their daily responsibilities. Moreover, this powerful tool enhances collaboration among team members, making it easier than ever to stay organized and informed.
Description
VeriTouch helps you to serve, solve and sell. VeriTouch, a vertical Customer Engagement solution built on top of Microsoft Dynamics 365 and optimized with industry best practice, allows financial institutions to put customer relationship management (CRM) at the heart of their digital transformation journey. VeriTouch consolidates information from the organization's digital channels and back-end systems. It provides a unified interface with standardized processes for serving customers efficiently. It also offers streamlined and tailored solutions that address customer concerns and needs. It also provides recommendations and guided sales tools to deliver relevant and differentiating offers to customers. VeriTouch Benefits; Improve Data Quality, Reduce TAT and Cost of Servicing. Improve Cross-sell Rate, Provide Single View Of Customer, Improve Sales Team Efficient, Reduce Cost of Client Acquiring, Improve Marketing Efficiency.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Lenox Park Solutions
Founded
2009
Country
United States
Website
www.lenoxparkllc.com
Vendor Details
Company Name
VeriPark
Founded
1998
Country
United Kingdom
Website
www.veripark.com
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Product Features
Banking
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management