DYONYS A2P
	Central File
	CRM for Banking
	Details Key points Microsoft CRM  Documentation MS CRM
	CRM for Funds Management
	Le Partenaire Technologique 59, route des Jeunes 1227 Genève Tel: +41(0) 228 270 270

DYONYS CRM for Private Banking    Details

Optimize your customer management   Enjoy a full integration with Outlook Manage all your communication with your clients Use the powerful integrated reporting

Thanks to DYONYS CRM for Private Banking, you have a complete view of your customers, they are natural persons or legal entities. You instantly see the relationships between those customers, their accounts, documents related,…You simply manage your relationship with these customers and instant access to all activities under way in relations with these customers.

 

DYONYS CRM for Private Banking lets you manage all your customers and prospects and all of your dealings with these people, whatever their nature (work, phone contact, email, fax, visit,…). All these activities are historical, which offers an important traceability of your trade. The power of CRM, you can have, in addition to the sight of these customers in a consolidated view of all your dealings with companies.

 

DYONYS CRM for Private Banking provides valuable assistance in the field of compliance by allowing you to easily manage your data MIFID, warrant the attention of your customers. The tool also handles non-compliant, unsigned, ... Its configurable workflow features enable you to ensure that your procedures.

 

Tool Aid for Trade, DYONYS CRM for Private Banking helps you realize your prospects systematizing your sales process with its workflow features, optimizing your campaigns and marketing and quickly identify customers not contacted recently.

 

Real central point of access to your information, DYONYS CRM for Private Banking allows you to integrate your data sources and your existing applications and provide immediate, in a single location, all information necessary for the performance of your business.

 

DYONYS CRM for Private Banking  offers advanced features customizable reporting to enable you to track, manage and optimize your business.

 

With DYONYS CRM for Private Banking you keep your work habits. Directly from Outlook, you can access all information on the CRM. The emails are automatically linked to CRM, your appointments and tasks are linked with the CRM without any manipulation. Your contacts are naturally available in Outlook. The use of CRM becomes natural and transparent, which greatly facilitates its acceptance.