Customer Relationship Management
Figaro provides full Client Relationship Management (CRM) capabilities and functionality to allow Retail Stockbrokers to manage client relationships and build their client base through targeted customer acquisition and marketing activity. Figaro CRM has been designed to support Brokers and Wealth Managers in developing and delivering ‘client-centric’ relationships.
Figaro CRM
Figaro CRM displays all events for a client including settlement events and contact history in a user-friendly environment. It provides the following key functions and benefits:
- Record and access clients’ profile information including investment and personal objectives.
- Provide access to detailed client cash and stock positions, account summaries, portfolios and trading performance.
- Detailed “Know Your Client” information support ensuring compliance with regulatory requirements including MiFID.
- Support customer acquisition activity through the management and measurement of marketing activity based on sophisticated yet intuitive segmentation in order for the user to generate target market segments.
- Providing instant access to the user of the full range of customer contact events as well as prompting with information regarding upcoming personal notable dates and plan anniversaries.
Integrated Workflow
CRM in Figaro is linked to a comprehensive workflow facility, making it possible to use actions that initiate tasks such as making a telephone call or sending an e-mail. The tasks can be assigned to different users and move through a cycle of statuses until they are complete.
Please get in touch with JHC today to find out how we can help your organisation through our market-leading software solutions for stockbrokers
