Client Manager

Track and manage client interactions

Gain instant overview and control of your client information

As a CRM solution for financial services, our Client Manager has the capacity to keep a record of your communication with clients and provide overview of related metrics.

  • Single-screen overview
  • Integrated
  • Scalable

 

Track and manage client interactions and related metrics

With Client Manager, you can keep a record of your communications with clients. Our client management solution’s unique cockpit facility displays relevant client information in a single-screen overview. Here, you can view essential parameters and metrics such as client details, client transactions, and bank account information.

Scales as you grow your business

Rather than forcing you to go into screens in other solutions, Client Manager allows you to create new client accounts as well as portfolios for both new and existing clients from within the solution. Once you enter the information, it is automatically copied to other parts of the system. This increases efficiency as you only have to enter the information once and it will be reflected throughout your installation.

Everything in one solution

As a unique CRM solution for financial services, Client Manager offers:

Check mark iconAll relevant client information in one solution

Check mark iconReport generation at client or group level

Check mark iconNo need for duplicate data entry

 

Features Benefits
Adds, replicated, and edits client information throughout the installation Eliminates the need for duplicate data entry
Diary of client interactions, distribution lists, and reports Ability to review and act upon any client interaction within the solution
Reports at client or client group level Facilitates creation of reports for individual clients or groups of clients
Integrates and displays information from other SimCorp solutions installed Includes relevant client information from Asset Manager, Performance Manager, Compliance Manager, and Client Communications Manager in the solution
Product Brochure
Client Manager

As a CRM solution for financial services, our Client Manager has the capacity to keep a record of your communication with clients and provide overview of related metrics.

We will have one of our experts contact you within 48 hours.

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