Financial Services
Overview
The Financial Services Industry’s application of CRM and BI solutions encompass probably one the most diverse sectors. They can range from Retail Banking to Insurance Services to Recruitment of Financial Advisors by Home Office Brokerages. SyncSite has implemented in every sector of the Financial Services marketplace. Through our broad customer base allow us to custom design an application to match your company’s needs. Some areas we specialize in are listed here under Financial Services.
 
Insurance

The recent Insurance industry has been marked by consolidation, growth in assets under management, and increasingly complex channel marketing requirements. With ongoing regulation and competitive pressure, efficiently managing wholesalers, distributors and channel partners are top priorities for this industry. Today's insurance companies need to deliver the highest degree of service and personalization in order to differentiate themselves and maintain market share growth year after year.

 
Key Industry Benefits:
  •  Agency Management
  • Territory and Rep Management
  • Policy Management
  • Household View of Customer
  • New Product Marketing
  • Customer Service Requests
Wealth Management

Catering to high net worth individuals or families in the Wealth Management sector of Financial Services is like no other. These valuable customers are hard to please and require a lot of attention and service. With so many banking mergers and national chains now getting into this once local and specialized offering, banks need to separate themselves from the masses. With competitors always lobbying for your customer's business it has become a highly competitive environment. With vast experience in this specialized area, let SyncSite help you develop custom processes and systems to take care of these high dollar clients like they require.

 
Key Industry Benefits:
  • Customer Costing Analysis
  • Custom Alerts & Notifications
  • Gift Recording and Management
  • Household View of Customer
  • New Product Marketing
  • Customer Service Tracking
Home Office Management

Home Office Management has long overlooked the need for CRM and BI. The Home Office requires a much more specialized approach than Branch CRM. The Home Office services a completely different customer, the “Producer”. Keeping these customers happy is a difficult task. Being able to respond to their needs before they voice them is what can set you a part from other national firms. Recruitment is also a major part of the Home Office function. Recruiting new Branches and Advisors can have a positive effect on your Firm’s bottom line. Being able to walk recruits through an automated process will enhance your ability to go after more large producers. We can help from the Initial Qualifying Meeting at their office to the Home Office Visit to the Transition Stage of their book of business. SyncSite has developed critical processes on how to best automate your recruitment interactions.

 
Key Industry Benefits:
  • Branch Costing Analysis
  • Compliance Note Tracking
  • Branch & Advisor Recruitment
  •  Branch Production Rollup
  • New Product Marketing
  • Customer Service Tracking
Branch Office Management

The interaction between investors and their Financial Advisor/Branch Office representative is crucial to the longevity of that relationship. Which means it is also crucial to the longevity of your firm. Don’t leave the managing of the relationships up to each Branch or Financial Advisor. In order to compete with other national firms you must arm them with productivity tools to better to do their jobs. These tools assist in keeping track of next steps and client interests so they can concentrate on selling and not stress over when they should be calling someone back.

 

Key Industry Benefits:
  •  Cross-selling Analysis
  • Account Inquiry Integration
  • Activity and Calendar Management
  • New Product Marketing Clients
  • Forms Processing Automation
  • Customer Service Tracking
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