Wealth Management Desktop
Serve High-Value Customers More Effectively
Provide top-quality customer service to attract and retain high net worth individual (HNWI) 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 Unified Communications to provide fast access to information from any networked location.
The Cisco Wealth Management Desktop solution helps you:
- Simplify the work environment of wealth management advisors by providing unified messaging that lets users access and manage voice mail, e-mail, and fax messages from a single inbox
- Comply with regulations through automated tracking systems
- Reduce telephony costs by eliminating toll charges and leased-line fees and lowering the cost of adds, moves, and changes
- Support an agile business environment by facilitating customization through the Salesforce.com AppExchange on-demand application-sharing service
Learn more about the Cisco Wealth Management Desktop solution:
