Leading firms including Merrill Lynch, State Street, Wachovia, ING, Pacific Life, Prudential, Principal Financial, and Natixis Global Asset Management use Vaultus’ suite of pre-packaged mobile applications, geared specifically for financial services firms:
Wealth Management Client Portal:
This real-time application consolidates data from multiple sources to give Financial Advisors and Client real-time mobile access the latest client performance data, including balances, holdings, gains/losses, asset allocation, sector distribution, earned income, and other activities.
Wholesaler CRM Solution:
A pre-packaged real-time wireless application for mutual fund and annuity wholesalers. It connects to a firm’s existing wholesaler sales system and enables wholesalers to have real-time access to their deals, activities, top producers, contacts, sales tickets and calendars - even while away from wireless coverage. Gives wholesalers a consolidated view by firm, branch, or producer.
Institutional CRM Solution:
A real-time wireless application for institutional sales teams. It connects to a firm’s existing sales system and enables institutional and group sales reps to track & update opportunities; view deals associated with specific contacts; edit deal info, including stage, value, close date, etc; view deal influencers and update activities.
Investment Banker CRM/Call Reporting Solution:
This pre-packaged application streamlines access to client information and gives bankers the ability to securely view/update client and deal information while on the go. Bankers can view client history, initiate call reports, update pipelines and view team member call reports.
Sales Performance Dashboard:
A pre-packaged real-time wireless application that enables managers to get instant access to their reports and business performance data. Reporting dashboards gives managers the tools to make informed decisions, and to proactively address problems before they escalate. And data gets refreshed automatically.
Wealth Management Client Portal:
This real-time application consolidates data from multiple sources to give Financial Advisors and Client real-time mobile access the latest client performance data, including balances, holdings, gains/losses, asset allocation, sector distribution, earned income, and other activities.
Wholesaler CRM Solution:
A pre-packaged real-time wireless application for mutual fund and annuity wholesalers. It connects to a firm’s existing wholesaler sales system and enables wholesalers to have real-time access to their deals, activities, top producers, contacts, sales tickets and calendars - even while away from wireless coverage. Gives wholesalers a consolidated view by firm, branch, or producer.
Institutional CRM Solution:
A real-time wireless application for institutional sales teams. It connects to a firm’s existing sales system and enables institutional and group sales reps to track & update opportunities; view deals associated with specific contacts; edit deal info, including stage, value, close date, etc; view deal influencers and update activities.
Investment Banker CRM/Call Reporting Solution:
This pre-packaged application streamlines access to client information and gives bankers the ability to securely view/update client and deal information while on the go. Bankers can view client history, initiate call reports, update pipelines and view team member call reports.
Sales Performance Dashboard:
A pre-packaged real-time wireless application that enables managers to get instant access to their reports and business performance data. Reporting dashboards gives managers the tools to make informed decisions, and to proactively address problems before they escalate. And data gets refreshed automatically.
