Financial Services Customers
iPipeline is proud to count the following banks, broker-dealers and wirehouses among our ever-growing base of customers.
Advent International
Cadaret Grant
Citadel
City Bank of Kansas
Comerica Bank
Commonwealth Financial
CUSO Financial
Desjardins
Dodge & Cox Funds
Fifth Third Bank
Hanson McClain
Haverford, Horner
HD Vest
Highland Capital
Investors Capital
Janney Montgomery Scott
Laurentian Bank
LPL
M Financial
NFP
Rathbones
Raymond James
Savant
Securities America
Sendero
Tennenbaum Capital Partners
Townsend and Kent
Valmark
Velocity Platform
Multi-tenant SaaS, single sign-on, scalability, secure hosting, straight-through processing, e-Signature and e-Submission, user workflows, and much more are available on iPipeline's Velocity Platform.
CRM for Financial Services
Customer relationship management tools created just for the wealth manager and financial advisor: A revolutionary idea, right? Well, dream no further. iPipeline CRM for Financial Services-Wealth Entry Edition--is designed around how wealth managers and financial advisors manage their clients' monies to help them build their book of business. It makes the lives of wealth managers and financial advisors a whole lot easier - and more profitable.
iPipeline CRM for Financial Services—Built for the Way Financial Professionals Work and Speak
iPipeline CRM for Financial Services does what the best customer relationship management solutions do - it helps manage relationships better, quicker and with the smallest learning curve in the industry. Separating iPipeline CRM for Financial Services from the pack is its place as the first on-demand CRM - built in partnership with Microsoft - designed for Banks, Broker-Dealers, Wealth Management and Wirehouses. You get the deepest integration with Outlook possible, Microsoft's underlying technology, and all the industry-leading functionality that only iPipeline can deliver. iPipeline CRM for Financial Services uses a customized user interface and is written in industry-specific terminology to deliver a level of familiarity unlike other products on the market. iPipeline CRM for Financial Services also provides advisors seeking to deliver valued-added services the ability to quote, illustration, sell and process diversified insurance products.
Spend less time managing data...more time increasing your book of business. With a full level of integration with the iPipeline suite of products and the ability to integrate data sources, you are better able to support all your sales, marketing, service and analytical needs.
Features:
- Industry-leading ease of use
- Lead Conversion and automation tools
- Call list and call plan building
- Account & portfolio management
- Enhanced client information
- Proactive client management
- Business alerts: news and key events
- Household/group management
- Key KPIs in role-based dashboards
- Auditing Log: all changes and downloads
- Enhanced Security
- Relationship management: friends, business associates, circles of influence
- Document management
- Direct e-mail marketing
- Lead conversion and automation tools
- Sales tracking
- Industry workflows
- Set up territories and teams
- Account tracking
- Microsoft Office integration including Outlook
- Mobile device support
Benefits:
- Rapidly access preferences, transactions, holdings and communications
- Track client households and relationships
- Works the way you work as a financial professional
- Leverage integration with iPipeline's Platform of products to deliver value-added insurance services
- Created specifically for financial services industry end user (Banks, Broker-Dealers, Private Equity, Wealth Management, and Wirehouses)
- Eliminates daily business issues that stem from poor customer service and missed sales opportunities
- Out-of-the-box workflows are customized for sales processes used every day by financial professionals
- Integrates with your pending or inforce databases to give you a 360-degree view of all pending and inforce business.
