Oracle's PeopleSoft Enterprise CRM for Wealth Management enables financial services firms increase retention rates and revenue growth through improved client management and personalized service to the top of the customer base. The solution helps you identify, acquire, and retain high value clients, and manage the client relationship to increase revenue and improve operational efficiencies.
CRM for Wealth Management is an industry solution in Oracle's PeopleSoft Enterprise product line.
Identify, acquire and retain high-value clients:
Leverage the referral network and operational strategies to bring in new business from high value clients.
Increase retention of clients at risk by mobilizing a recovery team and initiating a recovery plan.
Increase revenue by managing referrals, relationships, and households across the enterprise.
Proactively manage client relationship to increase revenue:
Increase share of wallet by effectively driving sales across all product lines.
Increase satisfaction and retention by providing your top-tier, sophisticated clients with a consistent experience with your organization.
Build a currency of trust with your client by understanding your client's relationship across channels, products, services, plans, and life events.