Financial Services Edition —
Wealth Management Solution

All Industry editions are now avaialble at the regular price of £50 without any premium. Call Customer Care for details.

Key Features

• Referral Management
• Household Management
• Portfolio Tracking
• Lead and Opportunity Management
• Contact Management
• Email Integration

Grow Production and Assets Under Management

BT Contact Central OnDemand Financial Services Edition—Wealth Management Solution is the first hosted CRM solution designed specifically for financial advisors. It enables financial advisors such as insurance agents, financial planners, and wealth advisors to better leverage their clients’ profile and portfolio information to identify cross-sell and up-sell opportunities, improve customer retention, and increase wallet share with their customers. Incorporating all the standard features of Contact Central OnDemand and best practices in the financial services industry, BT Contact Central OnDemand Financial Services Edition—Wealth Management Solution empowers advisors with the tools and insight to ultimately maximize their production and assets under management.

Improve Referral Management Effectiveness

BT Contact Central OnDemand Financial Services Edition—Wealth Management Solution enables a seamless process for financial advisors to actively track referrals and leads. Starting with the contact profile, advisors can view all referrals made by a particular client. As advisors log each referral, new leads are immediately created, which ensures that referrals do not get lost in the system, thus improving follow-up rates and referral effectiveness.

Obtain Consolidated Profile of Households

BT Contact Central OnDemand Financial Services Edition—Wealth Management Solution provides advisors with a complete 360-degree view of a client’s household with full understanding of each household’s financial and investment risk profile, including consolidated portfolios, leads, opportunities, notes, and tasks for each contact in a household. This provides advisors instant access to important client information needed to effectively cross-sell and up-sell additional financial services products or to serve clients.

Access Comprehensive Up-to-Date Client Portfolios

BT Contact Central OnDemand Financial Services Edition—Wealth Management Solution provides advisors convenient access to a client’s comprehensive portfolio, including brokerage accounts and life insurance policies, so that they can deliver accurate, relevant, and customized advice to their clients. It also enables advisors to obtain extended profile information or print out comprehensive up-to-date client summaries to take with them to customer meetings. With BT Contact Central OnDemand Financial Services Edition—Wealth Management Solution, financial advisors no longer need to wrestle with incomplete, inaccurate, and scattered information about their clients’ portfolios, but will instead now have full customer insight at their fingertips.

Improve Advisor Loyalty

BT Contact Central OnDemand Financial Services Edition—Wealth Management Solution incorporates several bestpractice business processes, which make it easy for advisors to access important contact, household, and portfolio information to provide personalized service to their clients. Industry-specific enhancements tailored to financial advisors, combined with market-leading core CRM capabilities, equip advisors with the sales productivity and effectiveness tools to maximize business performance. Since ease of doing business is a key factor in cultivating and maintaining advisor loyalty, providing an intuitive and easy-to-use CRM solution will result in improved advisor loyalty.

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