Serve High-Value Customers More Effectively

Provide top-quality customer service to attract and retain high net worth individual clients. With business transacted primarily by phone, your ability to access information quickly and easily during calls is critical. So the Cisco Wealth Management Desktop solution melds customer relationship management (CRM) tools with Cisco Unified Communications to provide fast access to information from any network location.

Key benefits include the following:

• Simplifies the work environment of wealth management advisors by providing unified messaging that lets users access and manage voice mail, email, and fax messages from a single inbox.
• Complies with regulations through automated tracking systems
• Reduces telephony costs by eliminating toll charges and leased-line fees and lowering the cost of adds, moves, and changes
• Supports an agile business environment by facilitating customization through the Salesforce.com AppExchange on-demand application-sharing service