Mphasis has developed a new wealth management platform in collaboration with AppCrown that will be debuted at the INSITE 2014.
Featuring Mphasis’s CRM and Support Services as well as AppCrown’s applications, the new solution will enable financial institutions to better manage their wealth management businesses.
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The integrated wealth management platform provides a 360-view of the client from leading CRM systems, which allows wealth management professionals keep their finger on the pulse of business without having to reference multiple systems.
It is also equipped with advanced reporting and analytics tools that empower advisers better understand their customers, provide better service and increase transactions.
For executives, its inclusive reporting tool allows both at-a-glance KPIs and in-depth reporting into team performance and the bottom line.
In addition, the solution also maximizes CRM Investment by leveraging its ability to utilize data from all leading CRM systems. Its integrated workflow for advisers boosts their work efficiency.
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By GlobalDataAppCrown’s SVP corporate development and chief operating officer, Franklin Tsung, said, "The collaboration with Mphasis has brought AppCrown into some of the largest banking firms in the globe, and allowed our technology to quickly scale into institutional customers while maintaining a high level of service and support."
"As a part of our alliance announcement last February, we are eager and ambitious in our goals to bring AppCrown’s new account opening and CRM capabilities to every financial institution looking to make their salesforce.com become more vertically integrated and focused on wealth management business needs."
