Financial Services

Financial Services Expertise

Browse the tabs below for summaries of standard benefits you can anticipate when you partner with Tokara Solutions for a CRM or marketing automation financial services engagement.

Institutional Asset Management

Institutional Asset Management/Wholesale Asset Management (Mutual Fund Wholesaling) | Allows asset managers to identify top sources of profitability, and navigate complex networks of brokers and influencers to make more strategic business decisions.

Capital Markets

Capital Markets | Manage deals more smoothly as an investment banker while enabling sales, trading, and research to reach clients faster with more relevant information. Manage information flow between deal teams, trading desks, research analysts, and institutional sales reps to provide timely client service and better compliance with stringent SEC and NASD requirements. Track historical activities associated with specific deals and clients. Reduce administrative overhead allowing teams to focus on driving profitable business.

Private Banking/Wealth Management

Private Banking/Wealth Management | Deliver exceptional personalized service to high-net-worth clients and monitor cost-versus-value as well as sophisticated household and account influence dynamics. Increase customer share-of-wallet. Understand customers’ financial goals. Improve advisor productivity. Deliver world-class customer service. Improve effectiveness of marketing.

Commercial Banking

Commercial Banking | Gain greater insight into clients’ business pains to identify new opportunities and better meet client needs. Facilitate cross-selling and collaborating between different lines of business or reporting lines.

Insurance Services

Insurance Services | Streamline sales processes to take customers from inquiry to policy and increase renewals. Give sales representatives, brokers, and agents a 360-degree customer view and insight into customer needs. Capture cross-sell opportunities and create customers for life.

Micro-Vertical Specializations

Browse the tabs below for summaries of features and functionality.

Institutional Asset Management

CRM for Institutional Asset Management offers industry-specific functionality that enables you to develop deep insight into client needs, preferences, and influencers, accompanied by tools that help you automate multi-step processes, track performance, and collaborate better as a team. The solution mirrors the business processes and data models commonly used by institutional asset management firms. Its flexible platform allows it to be seamlessly connected to the entire firm, including back-office financial systems. Click for details.

Mutual Fund Wholesaling

CRM for Mutual Fund Wholesaling is an industry-specific solution that enables fund wholesalers to develop a deep understanding of broker profitability, strengthen and cultivate broker relationships, and streamline business processes for improved productivity. The solution enables you to increase efficiencies and productivity, leading to greater overall profitability. Its flexible platform supports seamless connections to the entire firm, including back-office financial systems. Click for details.

Capital Markets

CRM for Capital Markets is the only complete, comprehensive relationship management system tailored to meet the needs of both sides of your firm. The solution offers industry-specific functionality that enables investment bankers to better manage client opportunities and relationship. The CRM for Capital Markets solution mirrors the business processes and data models used by firms like yours. Its flexible platform supports seamless connections to the entire firm, including back-office financial systems. With an industry-tailored client relationship management system, you can accelerate return on investment and lower your total cost of ownership. Click for details.

Private Banking

CRM for Private Banking & Wealth Management helps you streamline operations, gain greater insight into the cost and value of client service, and deliver an outstanding client experience that cultivates a loyal client base. It’s an industry-specific solution that helps you develop deeper understanding of your clients’ needs, households, preferences, and influencers, accompanied by tools that automate multi-step processes, track performance, and improve collaboration to increase client satisfaction. Click for details.

Commercial Banking

CRM for Commercial Banking is an industry-specific solution that enables you to develop deep insight into your clients’ needs and preferences, accompanied by tools that help you automate multi-step processes, track performance, and collaborate better as a team. Our CRM solution mirrors the business processes and data models commonly used by commercial banks like yours. Its flexible platform supports seamless connections to the entire firm, including back-office financial systems. With an industry-tailored system, you are well positioned to delight clients with the personalized service that makes banking with you a natural choice. Click for details.

Credit Unions

CRM for Credit Unions enables you to automate time-consuming activities while implementing a consistent set of processes that increase member acquisition, reduce churn, maximize share of wallet, and help deliver a member experience that is noticeably better and more personalized than competing financial institutions. Click for details.
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