FinPoint - CRM solutions for Financial Services (28 August 2008)

Online Demonstration

Desperately need a CRM but scared no one will use it?
Break the CRM cycle with FinPoint.
100% Microsoft solution purpose built for financial services.
• 100% Microsoft – works from within MS Outlook
• 360⁰ view of each client
• Access preferences, transactions, holdings & communications
• Track client households & relationships
• Manage leads & opportunities
• Automate business processes
• Generate meaningful reports
• Mobile access available for web-enabled devices

CRM is now 100% relevant and available to your entire organisation.
Find out more about our ‘out of the box’ CRM solutions for financial services.
Delivering:
• Account & portfolio management
• Agreement management
• Alerts – scheduled & real time
• Call list management & call planning
• Case & deal management
• Household management
• Relationship management

To find out more join us for a FREE 45minute online demonstration.

Event Details

Date:	Thursday, 28 August 2008
Time:	9.30am to 10.15am WST 11.00am to 11.45am CST 11.30am to 12.15pm EST 1.30pm to 2.15pm NZST
Venue:	Live from your desktop!

For further information please call Alex Kirk in Australia or Florence Toia in New Zealand on 1300 660 471 in Aus or 0800 472 962 in NZ or send an email to events@eclipsecomputing.com.au.

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