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Wealth Management soln

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CIOL Bureau
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Features: Sage Software India has launched a solution for Wealth Management developed by its Bangalore-based CRM partner Belladonna IT Private Limited.

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The solution contains tools that will help wealth managers automate multi-step processes, track performance, and collaborate better to increase client satisfaction.

“The wealth management industry faces complex challenges from increased competition, investor skepticism, and consolidation in the marketplace. Such a solution will assist wealth management companies address these challenges with ease by helping them streamline their operations,” said Thomas Abraham, managing director, Sage Software India.

Gopinath Narayanan, chief executive officer of Belladonna IT, said, “Our product for the wealth management industry is an end to end solution. A cost effective solution will go a long way in streamlining the sales and customer service processes for the industry”.

The solution allows advisors at wealth management companies to understand customer’s financial goals, key components like "referral-tracking" driven by a 360-degree customer view and opportunity management. It enables wealth management companies to improve marketing effectiveness through enhanced customer value driven segmentation and campaign targeting to increase marketing effectiveness and ROI.

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