• Overview
• Power Broker-Major Opportunities
• PowerRelate
• Portfolio Manager
• Renewal Management
• PowerGrid Analytics
• Education & Certification
• Time & Billing

• Powertrak Overview
• Powertrak Core
• Powertrak Mobile
• Powertrak Dashboard
• Advanced Marketing
• Event Management
• Call Center
• Service Management
• Powertrak for SharePoint
• Partner Portal
• Customer Portal
• Powertrak Application Builder

Financial & Wealth Management Industry Solution Overview

Enterprise-Wide Retail, Financial & Wealth Management Extensions to Microsoft CRM^®

Deliver superior customer service, maximize sales and streamline your processes with Powertrak Wealth Management.

Financial service professionals are dealing with an explosion of new services, increased competition, changes in fee structures, volatile markets, and customers who need help to stay on top of their investment portfolios like never before. Financial planners, brokers, insurance agents, and banking personnel must have one solution that provides real-time information to keep their clients happy.

More than ever, rising costs and tight margins keep managers under constant pressure to improve returns on marketing, service and sales investments. Powertrak provides financial service professionals with award-winning technology to improve sales, streamline customer interactions, eliminate paperwork, and grow stronger relationships within their best customers.

As an industry-specific add-on to Microsoft CRM, Powertrak is a scalable, web-based system built for financial organizations. Powertrak offers each user in every department one sure path to efficiently service, support, and extend the customer experience.

Powertrak offers rich capabilities that extend far beyond contact management and service tracking, with the scalability to handle large volumes and to link with your portfolio, agency management, and accounting systems.

The Powertrak suite of specialized Wealth Management & Retail Financial modules include the following capabilities:

• Consolidates views of all clients and portfolios
• Provides views and tools to manage complex extended relationships
• Manages renewals
• Analyzes production and profitability
• Handle Major Acquisitions, for selling unique products and properties
• Works with industry leading financial planning and aggregation tools
• Values, finds and keeps your most profitable customers
• Integrates to your back-office and agency systems
• Provides self service via the Web

Summary

Work 100% in Microsoft Outlook - Take advantage of the ease of use, the ease of deployment, and the skill sets your professionals already know and use.

Grow client profitability - Provide the tools for your professionals to identify and manage new cross-sell and up-sell opportunities.

Build client loyalty and improve retention rates - Provide specialized products and services to meet your clients' specific needs.

Identify and mine key relationships - Using PowerRelate many-to-many relationship tracking allows you to see who knows whom and which roles they play.

Reduce support costs - Provide web-based self-service capabilities to both customers and partners.

Powertrak Wealth Management Modules:

• Portfolio Manager
• Powergrid Analytics
• PowerBroker for Major Acquisitions
• Certification & Education Tracking
• Forecaster + Financial
• Time & Billing

Powertrak is designed to meet the needs of specialized industries and Microsoft centric mid-size organizations.