New York, NY, August 13, 2014 – Innovest today announced the launch of Innovest CRM, a customer relationship management business solution that drives sales productivity and marketing effectiveness through social insights, business intelligence, and campaign management in the cloud. Through integration with Innovest's flagship offering, InnoTrust, Innovest CRM supports viewing account data, transactions and positions, posting distributions, and maintaining contact records. Information is seamlessly transferred between InnoTrust and Microsoft Dynamics as account managers work to acquire and manage a healthy, dedicated client base.
Customer relationship management (CRM) helps reduce costs and increases profitability by organizing and automating business processes that nurture customer satisfaction and loyalty in the sales, marketing, and customer service disciplines. Innovest CRM delivers ROI through marketing automation, customer service, and integration with InnoTrust. Firms are empowered to turn prospects into clients, transferring information from Innovest CRM into the InnoTrust platform, maintaining tight integration throughout the conversion process.
"Wealth management firms have placed CRM upgrades high on their priority list, as 37 percent of respondents in a recent CEB survey expect to make CRM changes by 2018," noted CEB TowerGroup senior director Peter Delano. "Arming financial advisors with current and accurate client data helps increase advisor productivity and build stronger client relationships."
"We're very excited to launch Innovest CRM, furthering our commitment to providing tools that help our clients acquire new business and manage existing customer relationships," said William Thomas, Innovest's chief executive officer. "Innovest CRM is an intuitive and robust management tool that helps firms provide service to clients, streamline operations, and surpass business goals."
Innovest is a leading provider of financial technology solutions delivered to forward thinking trust, wealth management, and retirement professionals. Innovest's solutions empower its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results to customers. Innovest has over $425 billion in assets under administration on its trust and wealth management platform, processes more than 4 million payments annually and provides fulfillment services for more than 10 million documents including checks, advices, and tax forms each year. For more information about Innovest, visit www.innovestsystems.com.
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Media: Fraylie Nord