WEALTH MANAGEMENT

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Banking Wealth Management CRM

ASSET MANAGEMENT

Gain a complete picture about your clients, identify their assets, needs and requirements, and build long-term relationships that are based out of trust. Use Kapture’s sales management software to grow your assets in the most optimal flow.

TAILORED SERVICES

Tailor your interactions with your prime client profiles, and provide a service that caters to their personal goals and important life events. With proactive tracking and event alerts, be available for your clients whenever they need you the most.

OPTIMAL BANKING

Deliver personalized and exceptional customer experiences for your loyal customers by timing your reach-outs and interactions at the most optimal times. Select and offer plans and policies that are the best fit to their needs using a robust banking CRM platform.

AUTOMATED WORKFLOWS

The combination of productivity tools and integrated partner apps enables you to automate and personalize your routine processes with actions. While, tracking ensures no opportunity slides your attention, keeping you at the top of your game.

TALENT MANAGEMENT

Hire and retain the best agents and advisors by helping them make the most out of a plan and building a mutually valuable relationship with a client. Seamlessly exchange information across multiple teams and expedite progress using cloud banking in Kapture CRM.

COLLABORATING ON THE CLOUD

Establish a connection with your clients using a simple smartphone and a cloud banking CRM. Respond to account notifications in a timely manner to ensure that you can work together with your team irrespective of time and location.
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Kapture Cloud-Based Customer Relationship Management Software is a stand-alone CRM Software for centralizing Operations. We are a CRM Software Company for India, United States, and other Countries, and we provide a host of tools and solutions including the Sales CRM suite, and Mobile CRM App for smart on field sales operations. We offer advanced CRM Tools and Solutions, prominent among which is our FMCG CRM for the FMCG Industry that helps consolidate distribution and inventory on one platform.

Kapture CRM is a device-independent platform offering the fastest go-live spanning between 30 to 60 days. Our Omnichannel Solution for Sales and Service and versatile API Integration has garnered the love of 500+ Customers.
Kapture is a product owned by   Adjetter Logo   Media Network Pvt. Ltd. (India)
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How CRM software improves your wealth management?

The wealth of a banking system lies on its customer relationships and process efficiency.

Kapture’s wealth management Banking CRM helps you connect and combine the different banking operations within a unified CRM platform. This enables you to align and streamline the different banking operations.

Here’s some ways the Kapture’s wealth management solution that allow you to manage and improve your existing financial resources.

1. Create and manage a segmented list of customers based on their significance. This allows you to automate emailer/sms campaigns on special occasions.

2. Create and update customer profiles around your existing customers. This helps you tailor better future customer engagement campaigns.

3. Allocate resources between the different teams on a daily basis. This allows you to streamline the daily banking responsibilities.

Kapture’s wealth management software lets you create a more organized form of banking activities that helps you meet your financial and customer satisfaction goals.