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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Oversee billing, payments, employee compensation, position management, and client commission agreements across various asset classes such as equities, futures, options, foreign exchange, and fixed income. Utilize enterprise notifications to share crucial information, assess responses, and ensure staff safety. Keep abreast of real-time sales and marketing insights to enhance customer engagement and boost revenue. Gain a comprehensive understanding of media developments, identify avenues to sway key stakeholders, and refine operational decision-making processes. Achieve daily insight into revenue streams while reducing the billing cycle, leading to greater transparency, heightened customer satisfaction, and expedited payments. Employ advanced analytics to enhance decision-making capabilities, resulting in improved profitability, which includes the ability to verify monthly execution invoices and assess the performance of specific regions, desks, or traders, as well as evaluating each client's profitability. Ultimately, this holistic approach fosters a more agile and informed business environment that can swiftly adapt to changing market conditions.

Description

The primary aim of Customer Relationship Management for businesses is to foster customer loyalty and attract new clients. When clients are pleased with the services they receive, they are less inclined to seek alternatives elsewhere. SBank-CRM enhances your understanding of your clients and improves service delivery through its intuitive, consolidated dashboard. This platform provides a unified interface that allows you to grasp customer requirements, deliver personalized services, and make informed decisions. SBank-CRM aggregates data from operational systems, business intelligence, and decision support systems into one cohesive platform. With its powerful customer analytics, it not only bolsters customer satisfaction but also uncovers new sales opportunities by offering real-time insights into customer data, including financial summaries, product engagement, purchase likelihood, profitability, and other critical analytical metrics. Furthermore, the system's user-friendly design ensures that businesses can quickly adapt to changing customer needs and market trends.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Synoptos

Integrations

Synoptos

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Firm58

Founded

2005

Country

United States

Website

www.firm58.com

Vendor Details

Company Name

SWORD BROS

Country

Russian Federation

Website

swordbros.ru/portfolio/sbank-crm-4/

Product Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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