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Institutional Client Platform

Single Client View 

As market leaders in Information Management, IMGROUP has developed an integrated CRM, Business Intelligence and Data Mining application for financial services. The solution enables sales personnel to deliver improved customer service and enhanced sales performance by providing tailored, client focused information, integrated directly into the sales process. 

The solution collates client data typically dispersed across various business areas such as Accounting, Credit Control, CRM, FX transactions, Option Maintenance etc. into a single location. This data is then structured to support rapid reporting and analytics allowing IMGROUP to deliver a comprehensive Business Intelligence and Performance Management application providing users with a consolidated 360° view of their clients.



For more information, go to Microsoft Dynamics CRM for Financial Services.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  • IMGROUP are a very safe pair of hands for Dynamics CRM projects, and through their depth and breadth of knowledge in related Microsoft business technologies are a great long term partner to help any customer both define and implement their information management strategy.

    Ed Berks
    Dynamics Sales Director
    Microsoft UK