Our CRM Finance solution for financial services helps brokerage and distribution companies increase their AUM and enhance their relationship with customers & partners/ franchisees leading to a profitable business model. Global Vision Technology is a leading CRM Finance software with High Impact implementations.
Many companies are finding that the best way to attract and retain customers is to deliver an outstanding customer experience. Whether you specialize in offering products for banking, wealth management, or insurance, Vision CRM Finance enables your people to develop meaningful and enduring relationships with your customers, while helping to improve profitability and operational efficiency.
CRM Finance solution is currently used by many different financial services companies: retail, private and investment banks, leasing companies, savings banks, loan associations, asset management companies, insurance and financial brokers.
Our CRM Finance optimizes the ability to generate leads, manage customers and grow partnerships. It automates sales and service processes, ensuring downstream fulfillment and also effectively executes campaigns.
CRM Finance solution provides pre-configured processes and offers built-in functionalities that maps business requirements for every line of business, viz. Equity, Portfolio Management Services, Commodities, Insurance, Mutual Fund Distribution and Franchisee Management.
CRM Finance software provides ease of doing business that translates into customer retention, better up/cross selling, superior sales team performance, competitive advantage through service differentiation and comprehensive franchisee management.