Private Banking &
Wealth Management


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

Increase client retention

Deliver more proactive and personalized services, informed by a deep understanding of client preferences and needs. Increase client satisfaction and retention.

Get a true picture of client value and costs

Track and display full client assets and wallet share, plus detailed influence and household information. Get a comprehensive picture of direct client value and indirect potential influence while tracking associated costs.

Efficiently manage your book of business

Work more effectively by centralizing activities around a one-stop, fully personalized dashboard that can be setup to show pending activities, account status, top contact information, value rankings, third-party data feeds, and more.

Leverage cross-selling and up-selling opportunities

Get a complete view of client accounts, giving you better insight into potential up-selling and cross-selling opportunities. Automatic cross-selling prompts ensure opportunities are consistently pursued, while information about competing products helps you sell more strategically.

Accelerate multi-step processes

Eliminate repetitive daily tasks with built-in workflows that increase efficiency. Data-driven workflows can coordinate and accelerate the numerous steps and stakeholders involved in critical processes such as account setup.

Key Features

Relationship, household, & influence tracking
Client profiles & asset profiles
CDC SmartPortal
Life events & account alerts
Call planning & call reporting
Mobile & wireless availability
Lead management
Cross-selling capabilities
Data-driven workflows
Competitive information
Performance & client reporting
Handheld CRM

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