CRM Software Development

CLIENT PROFILE:

The Client is a Owner of financial services firm

CLIENT SIDE SUMMERY:

A leading financial services firm, offers asset management and related investment services to individual, corporate and institutional investors. In order to effectively serve key financial marketplaces. The Company has made significant investments in a financial network of electronic properties hosted on the Internet.

SOLUTION PROVIDED BY ADEQUATE INFOSOFT

We develop a CRM for financial service firm in this we provide the following features:-

  • Contact databases
  • Financial account management
  • Lead and opportunity management
  • Call list management
  • Sales pipelines
  • Customer price quoting
  • Relationship modeling
  • Workflow customization
  • Know your customer (KYC) verification
  • Integrated billing/invoicing
  • Calendars and scheduling
  • Automated alerts and notifications
  • Internal collaboration tools
  • Analytics, reports, and intelligence
  • Document management (policies, claims, contracts, tax forms, etc.)
  • Native mobile access or mobile web-interface

TECHNOLOGIES USED

  • ASP.NET 3.5, C# 3.5, Windows Services, Web Services, SOAP/XML, MySQL 5.1 Payment-Gateway-Integration
  • Native Script, React-Native, asp.net-MVC, Web API Testing
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Why Choose Us ?

We endow businesses with flexible engagement models based on their unique needs. Our strength lies in state-of-the-art technology and affordable consulting services. Try us for fast POCs, full-fledged applications, or technology consulting. Always available for your service.

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