Tracking Interactions with Clients for Financial Wealth Management - Microsoft Dynamics CRM and Axonom Powertrak

PowerRelate Relationship Builder

Accessible from your web browser and Outlook, this module provides one place to profile and track your interactions with key clients, businesses, and the labyrinth of investments, influencers, extended families, boards of directors, and other relationships that affect your revenue.

You can easily see all extended business and personal relationships that your institutional and personal clients have to save you time and get to decision makers quickly.

Reversible PowerRelate trees allow you to drill into multi-dimensional views of who knows whom within your world and in that of your clients. Quickly see which accountants, attorneys, financial advisors and other people influence your client base.

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Threaded Discussions
Quick Review for Better Customer Service

Visual Trees
Who They Are and Relationship Strength At-a-glance

PRM Activities
See All Partner Interactions

Extended Partner Profiles
Everything in One Place

Summary

See the real relationship instantly - View the strength and trend for every family, business and extended relationship with each client and revenue source.

Built on Microsoft CRM - Expand on top of the safe and powerful Microsoft system.

Work 100% in Microsoft Outlook - Manage your schedule, handle email, track calls right in Outlook to make the most of your time.

Provide special care to Key Clients - Instant visual ranking helps ensures that every big customer is treated with care.

Streamline Communications - Use the optional Powertrak Call Center for inbound and outbound scripted telemarketing and up-sell.

Account and Individual Profiles - Use unlimited fact fields to keep everything regarding past history and client preferences in one place.

Key Features:

Unlimited Relationship tree types
Custom role definitions for relationships in each tree
Reversible trees for complex drill-downs
Customizable detail views show specifics for each member of the tree

Product Details
Instant Visual Scorecard	Does everyone in your organization know who is on the other end of the phone? Powertrak provides the first simple visual cue to show customer ranking and point out which way that account relationship is trending. Makes sure that major client relationships are handled with care
See your Key Relationships	Presented like branches of a tree, Powertrak shows you where to go to find customers and advocates that have influence, what family and business relationships they extend into, and the level of advocacy they feel toward your organization.
Unlimited Contact, Account, Activity and Opportunity Profiles	Approach your customers with the right message, using demographics, income levels, investment patterns, and other facts that you develop or acquire from third parties to bring them into your community.
Streamline your Processes	Build best-practice processes in the Activity process builder Lower your costs and improve customer service through the use of process and activity tags. For all activities and calls, you can track key indicators of sales effort, marketing effectiveness and customer service trends in one place.
Built on Microsoft CRM	Microsoft CRM provides a safe path for scalability, integration, and business value based on Microsoft .Net and Web Services architecture. Powertrak is built as an enhancement to Microsoft CRM and uses the same tools and shares the same data.
Use Microsoft Outlook	Save time and money using Email, appointments, schedules, and call history review right inside the Microsoft Office tools that you already know. PowerRelate works inside Microsoft Outlook to keep you informed from where you work the most.
Threaded Discussions	Review the entire call cycle and call notes across multiple contacts and employees, including partners' calls, from one screen PowerRelate automatically ties calls together across deals, service issues, and sales processes to save you time, especially as your call history grows.
See Filtered Activities	PowerRelate Activity Lists show you exactly what you want to see by process, date range and activity type. Rather than opening and closing many screens, you can perform quick account previews in one screen. Powertrak Lists are modifiable through the optional Powertrak Application Builder, so you can get the most important information front and center
A Complete Wealth Management Solution	Add Powertrak modules for Advanced Marketing, Portfolio Management, Major Acquisitions, Time and Billing Add third-party tools like financial planning, agency billing, and Microsoft Great Plains Financials incrementally to round out a complete one-stop solution.

Financial Services Modules

Powertrak™ Modules

PowerRelate Relationship Builder

PowerRelate Relationship Builder

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