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Asset Management Offices

For asset management offices it is increasingly important to optimize and report the way of relationship management. The government also wants to inspect how these relationships occur. With our specially for Asset Management Offices developed SuperOffice CRM solution we propose a way for firms to respond to changing customer needs and to meet the requirements set by giverbnebt. We offer offices affiliated with InsingerGilissen Bankers the ability to automatically archive quarterly reports on the customer card in SuperOffice CRM. With our included solutions for smartphone and/or tablet it is easy to prepare your visit by directly consulting the quarterly reports. Our very user-friendly CRM solution provides full integration with MS Office / email. The integrated emarketing module allows you to easily send newsletters. By automatically processing the click behavior in these newsletters in SuperOffice CRM, you are able to do effective acquisition.

We offer a very approachable full basic implementation in our online secure SaaS environment in which we set up our SuperOffice CRM solution based on a blueprint for Asset Management Offices. Beside this we train your employees and provide functional management.

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