CRM for Financial Services

Know your clients, keep them loyal. Green Beacon helps investment management firms build strong, enduring relationships.

Where do you want to take your firm? Will your clients go with you?

In financial services, client loyalty is paramount. With competition constantly trying to snatch away your customers, you’re always looking for ways to deliver a superior product—better service, smarter advice, and that something extra to show you’re watching out for their best interests. At the same time, you need to look the future of your firm. Are the pieces in place to get you there? We understand your challenges and appreciate the importance of your business goals, and we can help you achieve both—with CRM for Financial Services.

CRM for financial services: Built for client satisfaction, built for the future

In financial services, as in every industry, the customer must be the center of your business model. Financial Services CRM empowers you to take every client interaction and turn it into an experience that will more than satisfy the client while also providing value to your organization.

Know every facet of your customers and prospects—from one, centralized location

Dealing with a myriad of third-party data providers on a daily basis is the nature of your business. Juggling all those systems is not.  How do you make intelligent, informed decisions without missing important information?  With Financial Services CRM, you get a portal that breaks down the silos between systems to provide you with a comprehensive view of your customer—all the information you need, all in one place to make those decisions effectively and efficiently.

Keep your clients happy, keep them loyal

The cost of acquiring new a new customer is higher than retaining one. The key to keeping clients loyal is the ability to continually evaluate your processes and find ways to deliver a better product. Financial Services CRM software has the operational simplicity and powerful, built-in functionality to support the requirements of your industry, as well as the flexibility to fit your unique processes.

Take your business wherever you want it to go

You are in the business of helping people and businesses meet their goals, whatever they are…and you want your firm to be able to do the same. With the changing financial and regulatory landscape, as well as your firm’s goals for the future, you need a solution that can serve as a strong foundation for your firm to build upon. Unlike niche CRM products that are one-dimensional and rigid, Financial Services CRM has the scalability to grow with you and the ability rapidly adapt to changing business processes, so you can efficiently put any strategy into operation.

Why Green Beacon?

We have experience working with some of the world’s largest and most notable firms in investment management. We have that same expertise in CRM and how it can be applied to create an integrated solution that provides whatever you are looking for—more efficient onboarding, better data management, improved or new business processes—that will help you use your resources to their fullest, resulting in satisfied clients.

We’ve proven time and time again that we know how to integrate and consolidate multiple systems onto a platform that will give you easy, yet safe access to clean data—regardless of where it comes from—so you can use it to make smart, strategic decisions efficiently.

Most importantly, we consider ourselves not just a software implementer, but your partner. We combine our skills, experience and ability to think outside the box to give you a solution that will meet your requirements and continue delivering a return on your investment long after the engagement is completed.

Are you ready to transform your business?

Whatever you’re ready for, we have the people, experience and solutions to make it happen.