KGfSL launches Bullfinch™ Wealth Management CRM on cloud

25 April 2012

KG Financial Software Private Limited, one of the leading software and services provider in the BFSI sector, announced the launch of Bullfinch™ Wealth CRM, which will significantly transform the way wealth managers engage with clients for business communications.

Bullfinch Wealth is a solution on cloud for wealth managers. This solution could permit subscriber access from anywhere, thus increasing the capability of service across the nation. It enables a wealth manager to effectively create & manage prospects and clients leading to improved client retention and responsiveness and enhanced service experience.

With its user friendliness and flexibility, Bullfinch Wealth assists a wealth advisor with a single point interface offering an extended 360-degree view of the client. Apparently, this would reduce the total cost of ownership and maximize the productivity by up to 30% and also eliminates the core system complexities.

Bullfinch Wealth is ready-to-run, customizable software designed according to best practices to equip individual advisors or broker-dealers or large wealth managers to access or share the application features with the confidence that comes with enterprise-like security regardless of whether the suite is accessed from a computer or a mobile device.

Armed with on-demand, real time information, advisors can respond to client demands more efficiently. The launch of Bullfinch Wealth on the cloud is part of KGfSL’s new strategies to satisfy more sophisticated customers who are focused towards optimizing their spending towards cost of market data as well as the infrastructure and maintenance costs associated with data management.

Following the launch of Bullfinch Wealth CRM application on the cloud, KGfSL has plans to roll-out other modules of its wealth management suite spanning equities, futures & options, mutual funds, fixed income and more in the coming months to serve the wealth management space.

Become a bobsguide member to access the following

1. Unrestricted access to bobsguide
2. Send a proposal request
3. Insights delivered daily to your inbox
4. Career development