Wealth Management

CRM & Sales Marketing

CRM & Sales Marketing

CRM – Gain value from client relationships
Prospero’s CRM module has taken up this mantle, creating a solution which reflects 30 years of ongoing feedback from its close client ties in these industries. Every detail has been attended to, based on the requirements of leaders in these industries.

Extensive Information
Corporate Information
Contacts, Preferences & History
Investment Goals & Objectives
Investment Restrictions, Rules and Constraints
Targeted Investment Suggestions
Investment Preferences, Fees & Marketing
Customizable Sections

 

Investment portfolios & funds profiling tailored to your requirements
The profiling of investment portfolios and funds you obtain with Prospero provides you with a full understanding of each of the investment goals, objectives and constraints.

Investment Structure
Investment Strategy, Goals & Objectives
Investment Restrictions, Rules and Constraints
Strategic Asset Allocation & Security Preferences
Predisposed Models & Investment Suggestions
Marketing Campaigns
Monitoring (Automated Tasks & Notices)
Customizable Sections

 

The smartest way to promote
Our powerful Marketing module is much more than a great way to promote your investment and enterprise strategy. Now you can target current and prospective customers with tailored multi-channel campaigns. Prospero helps to make your communication totally professional from the outset. And when they’re ready, you just send your individual or mass-targeted messages, emails, news and articles in a single click. Once sent, you can track all the feedback you receive so as to improve your client profile, enterprise strategy, investment direction and marketing communication.


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