GaleForce Solutions, a Microsoft Gold Certified ISV Partner, develops CRM offerings for financial services companies use to improve client relationships, gain insight into a clientâs household details, maximize leads and opportunities, and meet industry-specific audit and security requirements. Using GaleForce Solutionsâ knowledge and expertise, Green Beacon Solutions, a Gold Certified Microsoft Partner, will design, resell, and deploy these Microsoft DynamicsTM CRM-based solutions to the financial services industry. Microsoft Dynamics CRM 4.0 is currently used by more than 11,500 organizations and 500,000 individual users worldwide.
As a trusted advisor and integrator of CRM and ERP solutions, Green Beacon Solutions brings years of implementation services to mid-market and mid-enterprise businesses to retail, manufacturing, high-tech and professional services customers.
âOur partnership with GaleForce Solutions is a testament to our commitment to the financial services industry,â said Richard Smith, vice president, CRM Practice Director at Green Beacon Solutions. âWe provide our clients with the highest level of CRM consultancy and, by leveraging GaleForce Solutionsâ deep industry-specific knowledge, we are able to develop CRM solutions that are easier to customize and deploy. Fewer on-premises customizations leads to greater ROI to our financial services customers.â
Built on the Microsoft Dynamics CRM architecture, these highly tailored CRM solutions address the unique business processes, security requirements, team roles, terminology and workflow specific to various financial services business segments, including:
- Wealth Management - Helps advisors manage extensive client detail and deliver personalized investment strategy and services for affluent and high net-worth clients. The functionality matches the specific business processes and regulatory compliance requirements of the wealth management sector.
- Capital Markets - Integrates information and research sources with CRM functionality, including the ability to access an audit trail of interaction between research, sales and trading teams. This CRM solution delivers critical client management features, including the ability to import and identify 13-F holdings, and use call lists to match prospects to âin-playâ lists.
- Investment Banking - Delivers timely intelligence on the profitability of complex opportunities and required action on deals. This solution draws on back-end data to segment customers and prospects for team assignment, decision support specialization, and complies with the privacy and security requirements of the regulatory environment.
- Retail Banking - Draws on enterprise-wide core processing and transaction systems to provide retail staff with holistic customer views, deepening relationships and revealing cross-sell opportunities. Commercial lenders gain insight into customer product and service usage, creating a platform for deep interaction.
âGreen Beacon Solutions brings expertise and thought leadership to organizations in the financial services community that are looking to enhance their customer relationship experience. Together, Green Beacon Solutions and GaleForce Solutions will seamlessly deliver a best-in-class CRM solution based on the Microsoft Dynamics platform that delivers significant improvements in productivity and client management,â said Kirk Herrington, GaleForce Solutions President. âThis alliance will ensure our clients get maximum value from their Dynamics CRM solution and will be well supported throughout their implementation and ongoing use.â