CapitalBase.com

CapitalBase.com is a comprehensive suite of web-hosted business efficiency tools used by the financial services industry for: • Customer Relationship Management (CRM) - robust CRM capabilities to manage and analyze customer interactions with the goal of improving business relationships with clients and COIs, assisting in client retention and driving sales growth. • Business Process Automation - Financial Services Industry specific tools to streamline manual activities to reduce costs and increase time with clients. • Sales & Service Process Execution - full life-cycle, from referrals to pipeline, sales, client onboarding, custom incentive plans, to service, including specialty resources from our partner Cannon Financial Institute. • Enterprise Referral Management - to drive cross-sale results and automate reporting & incentive compensation. • Regulatory Compliance Controls - to simplify compliance execution and quickly implement new procedures. Designed for Financial Services professionals, CapitalBase provides intuitive, rapidly deployable tools that are delivered in a seamless, custom configuration that has just those tools your company needs. Email or call (412) 779-1915 for a webinar.