PeopleSoft Enterprise CRM for Wealth Management

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.

Operational efficiencies enhance client interactions:

  • Increase productivity by consolidating client information into a single application.
  • Expand visibility of the business using analytic tools and client, product, and industry information.
  • Create and manage personalized client plans to meet the client's needs and goals.

Client Summary:

  • Displays key customer information including an overview, contact summary, product holdings or services, and additional sales opportunities.

Relationship Summary:

  • Provides a detailed account of all the relationships a client has by category and role, and includes powerful capabilities for creating and managing financial households.

Referral Management:

  • Record a client referral with a single click, or refer customers to another financial services professional for assistance.

Clients At Risk:

  • Identifies clients who are at risk of attrition and provides plans for recovering the client.

Client Holdings:

  • An overview of a client's financial accounts and holdings, organized by asset class. A full balance sheet is provided.