CRM Tailor-Made for Financial Services

• Account & Portfolio Management
• Agreement Management
• Alerts: Scheduled and Real-time
• Call List Management & Call Planning
• Deal Management
• Household/Group Management
• Relationship Management
• Rules-based Forms
• and more

• Auditing captures data changes at the record and field level, including the author and date/time of change. It can be configured to specify which data actions should be audited for each type of record (i.e. Create, Update, Delete). Permission settings allow only authorized users to see and search audit records.
• Field Level Security Compliance and security requirements may dictate that only certain users can view or edit certain fields belonging to a specific record (such as a Contact or Company). In Microsoft Dynamics CRM, permissions for view/read/write and security are by default implemented at the Record level—users can see all fields for a record, or none. GaleForce CRM offers the ability to define field level security for any entity, and restrict permissions by role and specific entity content to each field.
• Data Integration: The GaleForce Data Importer for Microsoft Dynamics 3.0 features a simple, intuitive user interface that supports the import of data into Microsoft Dynamics CRM in a few simple steps. Unlike the default Microsoft import wizard, the GaleForce Data Importer allows users to import data for any entity in CRM, including GaleForce logical entities. Also unique is the ability to import data into lookup fields and link them with the primary record being imported—for example, linking primary contact for companies, currencies and transactions for financial accounts, and so on.