Communica is the Financial Services CRM platform providing support for Sales, Marketing, Client Services, Operations and Business Management functions within Fund Administration organizations.
The key benefits for Fund Administrators using Communica are:
- Automated tracking of Client Communications in a single repository reduces Relationship Management risk and enhances Client Service levels
- Visual representation of Client hierarchies in Dashboards and Charts helps to focus Relationship Manager Activities on higher value outcomes
- Automation Workflows – can be set up to increase Marketing and Client Services efficiency and reduce overheads
- Powerful and easy to use data filtering functionality – giving you the ability to profile and segment Investors at a very granular level
For a comprehensive overview of how Communica can help your business please get in touch to request a demonstration.