It is increasingly important for asset managers and financial service companies to demonstrably optimize the approach towards the customer. The authorities therefore wishes to have insight into the way which relationship management takes place. With our SuperOffice CRM solution, specially developed for the Asset Managers, we enable offices to respond to the ever-changing customer needs and to meet the requirements set by the authorities. We offer offices affiliated with Insinger Gilissen the possibility to automatically archive quarterly reports on the customer card in SuperOffice CRM. This way, data is secured and can be easily communicated with the customer. Because of the central registration of all customer communication and information, along with automatic customer recognition through telephony integration, your employees can serve the customer in a professional manner.
We offer a very low-threshold basic implementation in our hosted SuperOffice environment in which we set up our SuperOffice CRM solution based on a pre-developed blueprint. In addition, we train your employees and we provide functional management.