CRM for Financial Services on Microsoft Dynamics CRM
Right Fields provides CRM solutions for Financial Services Industry through
GaleForce CRM solutions on Microsoft Dynamics CRM. Right Fields can provide
you the CRM solutions for the following industries:
Banking
GaleForce CRM for Banking is an
out-of-the-box CRM solution designed specifically to meet the needs of
client-facing staff of commercial banks, retail banks and credit unions.
Wealth Management
GaleForce CRM for
Wealth Management is an out-of-the-box CRM solution designed specifically to
meet the needs of financial advisors, account and portfolio managers at
wealth management firms.
Investment Banking
GaleForce CRM for Investment Banking is an out-of-the-box CRM solution
designed specifically to meet the needs of investment bankers and support
staff.
Capital Markets
GaleForce CRM
for Capital Markets is an out-of-the-box CRM solution designed specifically
to meet the needs of securities broker dealers, bond and mutual fund brokers
and dealers, and research and investment professionals.