Wealth Management CRM Solutions

Oracle CRM on Demand Wealth Management edition have pre-built a vertical CRM solution for the Financial Industry under their Wealth Management solution.

In order to help financial customers with less customisation, a lower cost of ownership with a faster time to business value Oracle incorporated their expertise and knowledge to ensure business processes, object models, data models and business logic is designed into the application to provide a leading performance and feature rich out-of-the-box hosted CRM solution for the Financial Industry.

Oracle has designed the Wealth Management module from the ground up and not just customised a few fields in order for the User Interface to look like a feature rich application.

Combine these features with the Analytics data warehouse and you have a powerful platform to  provide guidance and enable you to reach your objectives with a clear road map.