CRM for Wealth Management

Sugar is a complete CRM platform that collects every bit of critical information across sales, service and marketing. It easily integrates with any application. And Sugar gives you a personalized user experience that works seamlessly on the devices you use every day.

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Wealth Management and Private Banking

SugarCRM empowers Wealth Management & Private banking firms to grow their Assets Under Management by developing trusted relationships with their customers and providing them personalized customer service.

Powered by a Sugar’s 360 view of the customer, advisors and bankers can better understand their customers, their financial needs and goals, and their households. This helps them build trust, deliver a personalized customer service and provide their customers with the right advice at the right time.

Sugar’s customer journey and advanced workflow facilitates streamlining and automation of processes like KYC, AML and onboarding. Sugar’s integration capabilities can be leveraged to integrate seamlessly with other applications like portfolio management and financial planning. This allows reduction in administrative tasks, duplicate data entry and form-filling. Thus advisors can spend more time selling and servicing their customers and meet their targets.