Vision CRM Financial Services is a powerful CRM solution that enables retail and financial services organizations to distinguish themselves by setting new standards in relationship management.

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Providing easy to use financial services CRM functionality, Vision Financial Services assists financial services organizations to sell more and manage sales teams better.

Vision CRM Solutions for Financial Services

Vision CRM Financial Services for Retail

1) By integrating every source of client information into a single CRM system, advisors enjoy a data-rich 360 degree view of all client interactions, activities and investments, along with the ability to map all the relationships between existing and potential customers.

2) Leveraging the adviser interface, advisors become more efficient and can execute superior prospecting through mining a rich data source using advanced reporting, analytics and KPIs.

Vision CRM Financial Services for Institutions

1) Business development managers can leverage a financial services CRM solution that is focused on managing relationships with advisors and directs investors to ensure your product is promoted by advisers on your platform.

2) The power of Vision Analytics can be used to report on net flows across dealer groups and platforms to drive business success.

Adaptive System

Vision CRM Financial Services incorporates flexible architecture that allows comprehensive configuration and on-going upgrades quickly and easily without a major investment or disruption to your business.


Vision CRM Financial Services tools make it easy to abide by laws relating to the provision of Financial Services Guides and Product Disclosure Statements to clients. Business rules can automatically trigger an alert if a client makes questionable transactions that warrant further investigation.

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