Join: Mar 16, 2010

Name: GaleForceSolutions

Gender: Male

Location: CA

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GaleForce Elite Edition

Tags: galeforce Solutions  Financial Servives CRM  Wealth Management CRM 

Designed for wealth management advisors who wish to provide the very best in personalized service to their clients. With access to advanced client management tools and real-time information, advisors can build client loyalty by providing highly personalized and differentiated service. Managers...

GaleForce Professional Edition

Tags: galeforce Solutions  Financial Servives CRM  Wealth Management CRM 

Enhances the efficiency and performance of Investment Advisors by putting timely and relevant client information at their fingertips. The Professional Edition empowers Financial Advisors to deliver proactive client service. With access to rich information and communication tools, advisors can...

 

GaleForce Foundation Edition

Tags: galeforce Solutions  Financial Servives CRM  Wealth Management CRM 

A fully certified, out-of-the box add-in to Microsoft Dynamics CRM providing financial services organizations the following benefits: Minimize the cost and time associated with customizations. Accelerate implementation, user adoption and ROI Increase organizational efficiency and reduce...

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