AskLogix

AskLogix CRM Solutions is a cloud-based Customer Relationship Management (CRM) system specifically designed for the financial services industry. This solution aims to assist prestigious institutional clients, including asset managers, investment banks, hedge funds, private equity firms, and family offices, in establishing and maintaining long-term customer relationships, accelerating digital transformation, and enhancing overall performance.

Key Features

Innovative CRM Solution: According to the vendor, AskLogix CRM Solutions allows users to track customer interactions and activities, as well as perform essential tasks such as research, collaboration, email communication, meeting scheduling, and task management.

Customer Reporting: The vendor claims that AskLogix CRM Solutions streamlines the customer reporting process by automating manual functions, saving time, reducing errors, and providing predictive analysis for informed decision-making.

Mobility: AskLogix CRM Solutions offers real-time access to appointments, sales opportunities, and customer data on any mobile device, empowering sales, marketing, and customer service teams to access and manage information remotely.

CRM Financial Services: from connection to transformation: According to the vendor, AskLogix CRM Solutions aims to capture market opportunities by prioritizing customer satisfaction.

Omnichannel customer experience: AskLogix CRM Solutions enables seamless communication and services across all channels, ensuring a consistent and personalized customer journey.

Process Automation: The vendor states that AskLogix CRM Solutions smoothly automates processes and workflows, particularly for rule-based transactional and repetitive tasks involving structured and/or semi-structured data.

Business Intelligence: With AskLogix CRM Solutions, users can gain insights and generate department-specific reports on key performance indicators. The software provides a comprehensive suite of tools to effectively analyze and utilize data.

Marketing Automation: The vendor asserts that AskLogix CRM Solutions allows users to generate multichannel marketing actions, delivering personalized and engaging customer experiences throughout the entire customer lifecycle.

Omnichannel customer journey: AskLogix CRM Solutions ensures a seamless customer journey across all stages, from onboarding to retention and expansion.

Integration of third-party solutions: According to the vendor, AskLogix CRM Solutions offers seamless integration with Salesforce and leading financial databases, including Bloomberg, Dun&Bradstreet, Prequin, and S&P.