Private Banking &
CRM for Private Banking
Clients seeking out your private banking services today are more cautious than ever. To win your share of their business, you need to demonstrate a level of personalized service that makes you stand out from competing firms.
CRM for Private Banking 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.
CRM Benefits for Private Banking
Key FeaturesRelationship, household, & influence tracking
Client profiles & asset profiles
Life events & account alerts
Call planning & call reporting
Mobile & wireless availability
Performance & client reporting
"There’s no question the Tokara team has solid expertise in Pivotal CRM – but the added component that makes working with them entirely different is that their expertise comes with a commitment to partner in whatever way is best for that client."− Ginelle Davidson, MIS Director, Kantar Retail
"Tokara provided a huge level of effort working with my team to help us deliver our upgrade to the business on-time, ahead of their end of year business activities."− C. Pierce, Principal Financial Group
"I have been extremely pleased with their quick response, quality service, and professionalism. These guys are super easy to work with and they really know their stuff. I strongly recommend Tokara Solutions."− Sandra Luckins, Harley-Davidson Financial Services