The WorksCRM (UK)
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The WorksCRM is a software toolkit that enables mortgage and financial advisors to efficiently manage client relationships and compliance. It provides tools to conduct needs analyses, research products, generate reports and illustrations, and perform calculations. The browser-based system includes a client database, document storage, marketing tools and integrations with lending and insurance partners. It aims to help advisors deliver consistent advice and build long-term client relationships.
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Accenture_Rethink_the_Digital_Prop
Investment banks recognize the need to digitize in order to generate new revenue sources but face challenges in defining digital strategies. The document discusses four key challenges investment banks face in becoming digital businesses: 1) Enabling seamless collaboration through tools like Salesforce Chatter. 2) Providing faster data and insights to clients through real-time risk analysis. 3) Creating a unified view of collateral management across business units. 4) Strengthening security measures like active defense as digital transformation increases risks. The document argues investment in areas like analytics, mobility, cloud computing, and security are required for investment banks to deliver rich digital experiences and remain competitive.
DPS Software : Case Management Systems
DPS Outlook Office is a scalable and modular case management system fully integrated to and operating seamlessly within Microsoft Outlook™. Entire case histories and procedures are located in one central, easy-to-use practice management solution. For more information about legal software visit now @ http://www.dpssoftware.co.uk
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The WorksCRM (UK)
- 2. In a nutshell.. ‘ The WorksCRM compiles and calculates the necessary data and information to enable advisors to provide “best advice” to their clients in respect of property, mortgage and financial services transactions.’ ‘ The WorksCRM enables you to deliver consistent advice to your customers, and enables your business to build professional relationships, compliantly.’
- 8. Secure Login
- 9. Home Page - Dashboard Graph of New Clients Created per month Graph of Sales Calls made per week
- 11. Client Screen Details of Documents created Client Summary
- 16. Product Partners BrokerCRM work with the following providers: