Financial services

Increasingly we are seeing that the need to develop better services and relationship strategies – as well as adhering to regulatory requirements – is forcing firms to integrate or replace legacy CRM systems without really understanding whether they actually work.

With us, however, you can be sure your CRM enhances your client processes, manages your risk, provides compliance and transparency, and supports the creation of long-term customer loyalty. Ultimately, we will enable you to realise more value from your client and prospect base.

We help financial services firms target the following issues:

• optimisation of client relationships to rebuild the trust
• how best to capture, segment and service your client base to gain insight into client expectations and purchase propensity
• client on-boarding processes that adhere to KYC and MiFID requirement
• using trusted external data to create a rounded client view, including potential and risk profile
• managing outbound communications to ensure relevant and consistent client contact with integrated follow-up processes
• supporting relationship managers with tools that recognise full client potential and ensure corresponding service levels

Dedicated to your success

Our consultants live and breathe CRM: there’s no one better qualified to help you achieve your business objectives. Whilst some CRM consultancies implement a system and expect you to fit around it, we get a deep understanding of your organisation and then design, deliver and support the CRM system that’s exactly right for you.

We use proven technologies that enable you to cost-effectively streamline operations, increase efficiency and take advantage of organisational insight.

“Touchstone CRM didn’t just focus on selling the solution, but showed a real understanding of our objectives and ambitions.”

Beverley Downes
Head of Services, Finance Wales Group

Solutions specific to you

From banking to wealth management, from capital markets to insurance, we combine the following offerings to tailor a solution that meets your specific requirements. Then we deliver your solution on your chosen device – laptop, tablet or smartphone – both in the office and on the road.

Our offering encompasses:

• client relationship management
• client on-boarding
• broker management
• marketing campaign management
• website integration
• email marketing
• event management
• social media
• sales process and pipeline management
• contact and stakeholder management
• customer service
• complaints management

Download our CRM for Private Equity brochure