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  • Writer's pictureOnsite CRM

Robust ERP Solution for Investment Banking

Onsite CRM for Investment Banking

For investment banking, maintaining excellent relations and managing the trading and promotion of securities is vital for success. Onsite CRM is the premier customer relationship management platform that will optimize your business services. Upgrade to a total management package that provides everything you need in a straightforward, easy-to-use form. Onsite CRM for investment banking is the perfect tool that brings you a powerful system for managing contacts in a customizable platform.

Onsite CRM enterprise-wide software is the ideal solution for bankers to use for following up on leads and inquiries in a professional and timely fashion. Easily manage new and existing clients, as well as costs, marketing efforts and everything else you need to keep you ahead of the competition and boost your bottom line. Onsite CRM features tools that let you know which clients are due for contact so that you never miss deadlines, callbacks, or other important dates.

A Powerful CRM System

Onsite CRM has the power you need to handle every aspect of investment banking. Our customer relationship management system leads the industry with everything you need to track leads, inquiries and clients. The system allows any professional in your network to step in and finish a deal or a transaction if the original agent is unavailable because anybody in your operation can enter data about a client or contact from any location. Information can be accessed by anyone as outlined by the security levels you set. This functionality keeps everyone on the same page and consistent.

A Seamless System

Onsite CRM puts everything at your fingertips. With our system, managers are able to track calls and results of their employees. Your receptionist, administrative assistant, or other office  personnel can use it along with everyone else. This way, notes and messages can go into the system rather than risking the loss of important memos written on paper. Onsite CRM for investment banking brings everything together in a single neat, clean package, with all the information resources, programs, and tracking that anyone in your institution might need. This user-friendly, intuitive system lets everyone in the bank get up and running quickly and easily without complicated manuals or training hassles.

The platform’s total integration allows you to track a client and get a snapshot of where they stand. You are able to track client statuses and access client information in an organized and efficient platform. Follow-up is automatic and can come in many forms including customizable email templates, SMS text messaging, and dialer capabilities. This is a great savings in time and money for your investment banking institution. Hate data errors? Onsite CRM’s single point of data entry means that data only has to be handled once, reducing the chances that an error will be introduced into your important data. Studies have shown the less you have to handle it, the greater the integrity of your data will be.

Drip Email Campaigns

A drip email campaign is can be a great way to bring in prospective clients. Onsite CRM provides you with the best solution in the industry through a partnership with SMTP. You won’t be able to find a better email experience. SMTP is a first-rate company with more than 10 years of success at delivering emails; they always make sure that every single email gets where it needs to go. The company is publicly traded and is the epitome of the standard that all other email delivery services strive for. Their delivery record is unmatched in the industry and emails sent via SMTP reach more in-boxes than any other service out there. This means you won’t be launching any more expensive campaigns only to have your emails end up flagged as SPAM, which is what studies show happens to 22% of business emails even when clients have requested information. You can now rest assured that your drip campaigns won’t go down the drain; your email will reach as many potential clients as possible when you send it using Onsite CRM.

Contact Onsite CRM now and leap ahead of the competition with user-friendly, fully-integrated verticals for your investment banking business. It doesn’t matter if you have one location or hundreds – this platform will work for you! Stop costly data errors before they start and keep everyone on the same page and in the same application.

Let Onsite CRM handle all your needs and simplify your life while improving your customer management and bumping up your customer acquisition, all while saving you money every day. Give it a try – you won’t regret it!

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