Top Features that Financial Industries Love
Genic CRM has several powerful features to help businesses streamline operations and maximize revenue.
Genic CRM helps you increase your Assets Under Management (AUM) with better financial management. Once you’re set-up, you can view all your transactions and interactions with an institution, as well as key contact information, to give you a complete picture of the businesses you deal with.
Genic CRM’s built-in engine gives you in-depth analytical insight into your business. You can easily view key performance indicators on dashboard to see how you are doing. Get smart insights from your CRM data and steer your business in the right direction.
In a powerful finance Genic CRM system, it’s easy to track the documents that flow between customers and orders. You can link documents to each other or set relationships between several different documents.
Genic CRM helps you identify commercial opportunities with prospects and existing customers based on their business needs, product range, and revenue growth. You can achieve accurate forecasting and pipeline management through offers and sales opportunities.
A 360-degree view of your customers—from contact details, email correspondence, phone calls, and documents to sales or minutes of meetings. One click provides a complete overview of customer information in one place.
Through Genic CRM, you can communicate with a wide range of customer groups by addressing them based on their interests and preferences. You can also send email campaigns to deliver targeted offers and promotions.