Lower risk, increase profitability, streamline case management and manage compliance.
Your institutional clients and your wealth management clients have plenty of choices in the marketplace. They expect more from you – more products, better services, lower prices. And you want more of their business – more investments, more cross-selling opportunities. Your customer relationship management and the processes through which your clients interact with you must be flawless.
You need the ability to quickly respond to your clients, offer new products and services, and maintain the best integrated view of their relationship with you – available immediately, anytime, anywhere. You want to be as proactive as you can with your clients, but you likely have a very complex systems architecture that makes it difficult for you to integrate, monitor, manage and present a comprehensive view of your client businesses. Managing all aspects of the client relationship today requires costly, inefficient workarounds and content and data integration that is hurting your business and causing you frustration.
Savana can help you address these issues. Our integrated suite of business process management (BPM) and enterprise content management (ECM) capabilities can help you integrate your data and documents, create automated processes for client relationship management, and efficiently manage your business activities. We automate your processes and eliminate inefficiencies, giving you back valuable time and resources to spend engaging with your clients.
Savana's software products and solutions were built for financial services processes. We understand your needs and your desire to grow quickly within a controlled environment. With a modular and configurable set of components, we can quickly implement a solution for you in as little as 90 days.
Savana can help you improve your asset management business in the following areas:
- Customer Relationship Management
- Integrated multi-channel client solutions
- BPO solutions
- Virtual Back-Office Solutions
- Wealth Management and Integrated Client Solutions Management
- Institutional Accounts Management
- Compliance and Regulatory Management
- Exception Processing/ Back-Office Operations
Improve your processes, innovate your services, and deliver higher client satisfaction – contact Savana today.