CLIENT RELATIONSHIP MANAGEMENT

DESCRIPTION

Prospero is a client centric system. The Client relationship Management (CRM) module houses all the critical business and standing information a financial firm needs to develop effective sales, marketing, compliance, investment profiling and customer service strategies. It empowers the organization to build stronger, more profitable relationships with customers and prospects while monitoring the risk and detecting policy breaches.

MAIN FEATURES:

>   Client Standing data
>   Contact memos
>   Document imaging
>   Investment profiling
>   Questionnaires
>   Mailing campaigns
>   Totally customizable

>   asset management
>   front-office
>   indpt financial advisors
>   fund management
>   risk management

>   treasury
>   trading
>   core banking
>   trust administration
>   crm

>   corporate actions
>   general ledger
>   web
>   reporting
>   imaging