GlobalOne Announces Social CRM Solutions for Asset Management, Capital Markets and Wealth Management
NEW YORK – November 30, 2011 – GlobalOne, a leader in Software as a Service (SaaS), social collaboration and Cloud Computing professional services for the enterprise, today announced GlobalOne Asset Management, Capital Markets and Wealth Management solutions. These vertical segment packages accelerate implementation and enterprise adoption of cloud-based Customer Relationship Management (CRM) solutions that leverage industry-leading social collaboration technologies by resolving the data and business process integration challenges currently facing financial firms.
“Until now, most financial services organizations have struggled to find vertical-focused solutions that leverage cloud and social technologies,” said Geoff Merrick, CTO of GlobalOne. “This industry is burdened with decades-old legacy technology and new regulatory requirements. The desire within these organizations to collaborate more effectively makes migrating to social solutions a very compelling strategy. For the first time, these firms can realize the business benefits of cloud and social technologies at a speed and cost that was traditionally unrealistic.”
GlobalOne solutions are tailored toward specific industry segments and take a comprehensive approach from assessment through deployment and support. The packages accelerate time-to-market for CRM applications that addresses financial industry-specific problems related to customer retention and loyalty, revenue growth, social collaboration and seamless data and systems integration. Customers benefit from a true vertical solution aimed at industry business issues, based on best practices, and populated with pre-configurations and technical components - which serve to speed up all phases of the migration to the cloud.
“These solutions provide the tools and services firms need to move CRM and social collaboration to the cloud while maintaining close, personal contact with customers,” said David Northington, CEO of GlobalOne. “These new solutions accelerate a financial firm’s journey to the cloud by speeding the design and implementation of solutions, while also enabling rapid visioning and road mapping. Working with GlobalOne, companies leverage the unique combination of financial services domain expertise, state-of-the art technology and deep experience migrating enterprises to the cloud.
GlobalOne Asset Management is immediately available directly from GlobalOne. GlobalOne Capital Markets and GlobalOne Wealth Management will be available early 2012.
GlobalOne Asset Management components include:
Broker-Dealer Management - Account and branch hierarchy, call reporting and activity management, opportunity management, account coverage, data quality.
Producer / Advisor Management – Contact management, literature fulfillment, call reports activity management, service/support requests, workflow.
Sales Data Reporting – Transaction history, rollups, recent transactions, fund performance, whitespace analysis.
Marketing Automation – Campaign management, list imports, email campaigns, lead management, integration with marketing applications, campaign cost tracking.
User Interface (UI) Configuration - Industry segment-specific configuration and templates. content seeding strategies.
Data & Integration - Industry segment-specific data/object models, ETL/middleware integration, enterprise reporting integration, back office integration, data enrichment.
Enterprise 2.0 - Cloud Computing, Mobile Business, Social Business.
Deployment Support – Governance/COE, support models, managed services, adoption roadmaps and services, training.
About GlobalOne
Established in 2007, GlobalOne enables enterprises to realize the potential of Cloud Computing. The company delivers exceptional client service with its blended shore delivery model and enterprise experience. GlobalOne has vertical and functional expertise in financial services, telecommunications, high tech, media and services. The company is headquartered in New York and has offices in Chicago, Atlanta, San Francisco, Sydney, Australia and Manila Philippines. For more information, please visit: http://www.globalone.com.
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