XPERT CRM Financial Planners

Oct. 23, 2009 - PRLog -- The Xpert CRM is a web-based system designed for the use of Financial Planner to monitor, track the financial information of its client. This provides a centralized view of its customer information and financial portfolio. The system capitalized the combined function of Sales Force Automation (SFA) and Customer Relationship Management (CRM).

The Xpert CRM provides the following real-time portfolio management of the customer financial. The Xpert FP is able to monitor key financial portfolio namely:


•   Life Assurance
•   Unit Trust
•   General Insurance
•   Mortgage
•   Estate/ Wills
•   Investment
•   Property/ Real Estate

The system encompasses the flexibility for A.D. Capital Sdn Bhd planners the ability to track and monitor their customer information and all the transactions. Besides being able to view all commission received, there are also able to get all renewal listing to serve their customer accordingly. Being a Web based system it offers total flexibility for the planners to get the latest information on a real time basis.

On the other hand the XPERT CRM also comes with an auto matching and service provider like the Insurance Companies, Wealth management companies and other providers with a management tools. This enable the efficient use of their resources to manage all the planners transactions details.

The system also enables covers the auto generation of due transactions and also auto matching of payment to generate commission based on a user defined commission structure.

The system also allows for the upload of related transactional document that will be tagged to the customer. To his option have the benefit of the planner to upload the risk profile of the customer. Many versions of this profile can be perform to the customer and will be saved to the customer directory. This allows quick and efficient retrieval of details of the transaction. As the system is designed as a parameter driven, it will allow the user to be able to customize the relevant fields used to capture the financial information.

As a browser based solution, it will allow the financial planner the option to retrieve information anywhere, anytime. The planner is able to update and upload any customer information at his/her convenient time. With the in-built CRM application, the planner is able to plan its daily activity accordingly. All meetings and discussions with client and their request can easily be updated and monitored by the system.

Key Benefits

Real time, on-line access to customer financial standing at any point in time.
Ablilty to recommend suitable product offering to the client.
Provide critical information for Customer portfolio and risk management.
Provide a long term relationship with customer.
Maintain a full detail historical information of the client proposal, order & claims status.
Able to cross sell on other product offering.

For more information, please contact us at www.xpert-asia.com or 603 2116 5996.

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XPERT TECHNOLOGIES is an IT solutions company that delivers sophisticated technology-based systems to enable our clients to extend their businesses in today’s competitive marketplace. For more info, please visit us at www.XPERT-ASIA.com