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PeopleSoft GmbH Feringastr. 13a 85774 Unterföhring, Germany http://www.peoplesoft.com
Contact Dieter Roskoni +49 6105 967121
PS
PeopleSoft GmbH

PeopleSoft kündigt Enterprise Wealth Management an

PeopleSoft Client Manager ermöglicht Finanzdienstleistern das effizientere Management von Kundenbeziehungen und Vermögen im Privatkundengeschäft

(PresseBox) (Pleasanton / München, )
PeopleSoft Inc. (Nasdaq: PSFT) hat PeopleSoft Enterprise Wealth Management angekündigt, eine neue Lösung, mit der Finanzdienstleister durch proaktives Kundenmanagement die Kundenbindung verbessern und ihren Umsatz steigern können. Die neue Lösung der PeopleSoft Enterprise CRM Produktsuite umfasst vier Module: PeopleSoft Client Manager, PeopleSoft Sales, PeopleSoft Portfolio Management und PeopleSoft Strategic Account Planning. PeopleSoft Client Manager ist das erste Modul, das eingeführt wird. Es ermöglicht Kundenbetreuern, Finanzberatern, Anlageberatern und Banken im Privatkundengeschäft die Automatisierung ihrer Geschäftsaktivitäten. Darüber hinaus unterstützt dieses Modul die Entscheidungsfindung und Interaktionen der Kunden unter Berücksichtigung umfassender historischer und vorgangsbezogener Daten.

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