Trust and Wealth Management
The demand for wealth management solutions is increasing rapidly. There are more than 2.5 million high net worth individuals in North America who control trillions of dollars in investable financial assets and these assets are expected to triple in the next few years. Competition to win and retain these clients is increasingly important.
MSI has integrated CONNECTIONS with ClienTracs to bring our customers the first web-enabled enterprise wide wealth and retail management system for community financial institutions.
What will this system provide your wealth management and trust divisions?
- Financial profiling and planning tools
- Automatic referral system
- Mapping of financial goals
- Sales preparation tools
- Client management (activities, follow-up, contact and pipeline)
- Automated lead generation system
Check out a demo of this solution