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ClienTracs Releases Version 3.0 of its Best-In-Class Wealth Management CRM solution
Today, ClienTracs, Inc. announces the release of version 3.0 of its Wealth Management CRM hosted solution for the advisor and relationship manager sales environment. The new version adds significant functionality in many areas of the technology including back office integration, retail banking integration, enhanced reporting capabilities and relationship management. “We have listened closely to our clients and we’ve added the functionality they require to help grow their revenue using our technology,” said Jeff Jenkins, President of ClienTracs, Inc. “We are excited about this new release as it amplifies our commitment to provide a best-in-class CRM tool for Wealth Management in a variety of financial institution sales environments.”
Continuing to be a prime focus for financial services providers, the creation of a continual stream of qualified referrals, a process to manage them and metrics to measure success are essential for growing revenues and deepening vital customer relationships.
The new release of ClienTracs makes it possible for advisors, relationship managers, business development officers and others to follow a proven and repeatable sales process based on industry best practices. The enabling functionality includes client profiling tools, cross-selling, data integration and aggregation, as well as on-going relationship management tools for driving increased activity with the client. The new reports in the version 3.0 release allows users to manage their sales more effectively while providing management with the oversight information necessary to help coach and manage a wealth management team.
About ClienTracs, Inc.
ClienTracs, Inc. is a provider of Wealth Management CRM technology to the financial institution market. The technology, also called ClienTracs, helps advisors and relationship managers in the wealth management market grow revenue by enabling a proven and repeatable sales process. ClienTracs is a hosted solution that leverages decades of financial sales, management and software development expertise. Based in Atlanta, GA, ClienTracs is a privately held company serving many segments of the financial services market ranging from RIAs to Super Regional Banks and Credit Unions. For more information, call 678.222.3402 or visit the company’s web site at www.clientracs.com.
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