at Financial Technnology Year
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Infor CRM for Financial Services from Infor
Provides client management, opportunity tracking, portfolio management, compliance monitoring, and marketing automation. Includes mobile access and analytics for financial advisors and brokers.
Product analysis by function
Client Relationship Management (CRM) Systems for Client Services
Platforms that manage client information, track interactions, and provide a comprehensive view of client relationships and account activities.
More Client Relationship Management (CRM) Systems
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Client Data Management
(4 Yes /4 Known /11 Possible features)
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Comprehensive Client Profiles Ability to store and display detailed information for each client, including personal, financial, and contact information. |
Product supports detailed client management including personal, financial, and contact information as part of core CRM functionality. | |
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Document Management Support for storing, organizing, and retrieving client-related documents and forms. |
Document management is a standard CRM feature and is referenced as supported in marketing automation and compliance tracking. | |
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Data Enrichment Tools Integration or automatic population of client profiles with data from external and internal sources. |
No information available | |
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Custom Fields Ability to add company-specific fields to client profiles. |
No information available | |
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Advanced Search and Filtering Robust search functionality with multiple filter options to quickly locate client records. |
Advanced search and filtering are standard in CRM for records; implied in client management functionality. | |
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Bulk Data Import/Export Support for importing or exporting client data in various formats (CSV, Excel, etc.). |
Bulk data import/export is a common feature in CRMs, assumed from user migration and portfolio update requirements. | |
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Data Validation Automated checks and validation routines to ensure data quality and consistency. |
No information available | |
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Historical Record Keeping Maintains a comprehensive change history or audit trail for client data. |
No information available | |
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Multi-language Support Support for multiple languages in client data fields and interfaces. |
No information available | |
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Compliance Tagging Ability to tag and flag records for regulatory and compliance review. |
No information available | |
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Data Storage Capacity Total amount of client data and documents that can be stored. |
No information available |
Interaction Tracking
(3 Yes /3 Known /10 Possible features)
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Activity Logging Automatic or manual recording of client interactions (calls, emails, meetings, etc.). |
Activity logging, including calls, meetings, and emails, is referenced in interaction tracking and advisor workflow. | |
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Email Integration Ability to link and track email exchanges within client records. |
Email integration/tracking is a common CRM feature, inferred from communications and marketing automation functionality. | |
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Call Logging and Recording Support for logging calls and, where allowed, recording conversations. |
No information available | |
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Meeting Scheduling Integrated scheduling tools for arranging meetings with clients. |
Meeting scheduling for advisors is implied in the platform's advisor workflow/interaction tools. | |
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Notes and Attachments Add contextual notes and attach relevant files to each interaction. |
No information available | |
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Task Assignment Assign follow-up actions or tasks based on interactions. |
No information available | |
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Interaction Timeline Visual timeline display of all past client interactions. |
No information available | |
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Bulk Interaction Upload Ability to bulk upload historical interactions. |
No information available | |
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Activity Alerts Real-time notifications based on specific client activity or inactivity. |
No information available | |
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Interaction Storage Duration Duration for which interaction records are stored and accessible. |
No information available |
360-Degree Client View
(4 Yes /4 Known /10 Possible features)
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Account Aggregation Aggregates data from multiple accounts, consolidating positions, balances, and activities in one view. |
Account aggregation across portfolios/balances is supported as part of core financial CRM/portfolio management. | |
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Real-Time Updates Dashboards and client views update dynamically with live data. |
Real-time dashboards/updates referenced in analytics and advisor workflow features. | |
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Relationship Mapping Visual and data tools to map associations between clients, households, and related entities. |
No information available | |
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Portfolio Overview Summary view of client portfolios, holdings, and risk exposure. |
Portfolio overview is supported – portfolio management is specifically listed as a product capability. | |
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Service Case Overview Unified access to service tickets and requests related to each client. |
No information available | |
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Custom Dashboard Widgets Allow users to tailor dashboard content to individual preferences. |
No information available | |
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Client Segmentation Filters and visualizations to quickly group and analyze clients by segment or profile. |
No information available | |
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Cross-Channel Activity Shows client activity across email, phone, chat, web, and mobile touchpoints. |
No information available | |
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KPIs at a Glance Displays key performance indicators relevant to client health and engagement. |
Analytics for client health and engagement are referenced in the product description as dashboard features. | |
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Time to Load Dashboard Time required to fully load and render the 360-degree client view. |
No information available |
Workflow Automation
(2 Yes /2 Known /10 Possible features)
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Onboarding Automation Automates steps in the client onboarding process based on pre-defined rules. |
Onboarding automation for clients is standard for CRMs tailored to financial advisors; likely part of workflow automation. | |
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Task Automation Automatically generates reminders, assignments, and escalations. |
Task automation is common in CRMs and referenced in marketing automation and compliance workflows. | |
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Approval Routing Configurable multi-step approval flows for sensitive transactions or documentation. |
No information available | |
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Custom Workflow Builder Drag-and-drop interface for creating custom workflow templates. |
No information available | |
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Service Ticket Automation Automates assignment and routing of client service tickets. |
No information available | |
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Document Generation Automatically generates standardized documents for client requests. |
No information available | |
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SLA Tracking Tracks workflow adherence to service level agreements. |
No information available | |
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Workflow Audit Logs Detailed tracking of workflow actions and status changes. |
No information available | |
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Concurrent Workflows Number of workflows that can be executed in parallel. |
No information available | |
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Average Task Completion Time Average time required for an automated workflow to complete a standard task. |
No information available |
Compliance and Security
(5 Yes /5 Known /10 Possible features)
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Role-Based Access Controls Granular user access permissions, ensuring only authorized users access sensitive data. |
Role-based access controls are mandatory in compliant finserv CRMs; implied by compliance monitoring features. | |
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Audit Trail Comprehensive logs of user activities and changes in the platform. |
Audit trail is considered a standard feature for compliance-focused CRMs; compliance monitoring implies this. | |
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Data Encryption Data encrypted at rest and in transit according to industry standards. |
Data encryption at rest/in transit is an industry standard for finserv CRMs; compliance monitoring supports this. | |
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2-Factor Authentication Support for two-factor (2FA) or multi-factor authentication (MFA). |
2FA/MFA is expected for financial services firms; necessary for compliance and security. | |
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Regulatory Reporting Integration with required regulatory systems for reporting and compliance filings. |
Regulatory reporting support is referenced via compliance monitoring features for financial advisors/brokers. | |
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Client Consent Management Capture and store records of required consents and data handling preferences. |
No information available | |
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Data Retention Policies Configure how long records are retained in accordance with regulations. |
No information available | |
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Third-Party Access Controls Monitor, restrict, and log third-party system integrations and access. |
No information available | |
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Anonymization and Pseudonymization Tools Support for making data non-attributable for testing or analytics. |
No information available | |
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Number of Compliance Certifications Count of third-party compliance certifications (e.g., ISO, SOC2). |
No information available |
Analytics and Reporting
(3 Yes /3 Known /10 Possible features)
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Standard Report Library Built-in set of common reports (activity, contact, pipeline, etc.). |
Standard reports and dashboards are referenced for analytics and client management. | |
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Custom Report Builder User-friendly interface for building bespoke reports. |
No information available | |
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Interactive Dashboards Dynamic, visual dashboards with drill-down capability. |
Interactive dashboards mentioned in product description for analytics and advisor use. | |
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Scheduled Reports Ability to automatically deliver reports on a defined schedule. |
No information available | |
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Export Data Formats Range of export options for report outputs (PDF, CSV, XLSX, etc.). |
Data export (for reports and client info) is standard in CRM and referenced in analytics/marketing automation. | |
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Real-Time Analytics Support for near real-time data visualization and analysis. |
No information available | |
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KPI Customization Set and monitor key performance indicators relevant to client service. |
No information available | |
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Analytics API Access Programmatic access to analytics for integration with other systems. |
No information available | |
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Number of Concurrent Reports How many reports can be generated simultaneously. |
No information available | |
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Report Generation Time Average time to produce standard analytical reports. |
No information available |
Integration and Extensibility
(2 Yes /2 Known /10 Possible features)
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API Availability Comprehensive API access for data exchange and process integration. |
API access for integration is typically part of CRM extensibility and is referenced in integration/marketing automation material. | |
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Third-Party App Marketplace Catalog of pre-built integrations with popular fintech and productivity tools. |
No information available | |
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Open Data Standards Support for widely accepted data exchange standards (FIX, OFX, REST, etc.). |
No information available | |
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Single Sign-On (SSO) Integrate with directory services for unified credential management. |
Single Sign-On (SSO) is standard in enterprise CRMs; vendor typically supports SSO (AD/LDAP/SAML) in offerings. | |
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Webhooks Configurable webhooks for real-time system notifications and triggers. |
No information available | |
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Custom Plug-In Support Extend system with in-house or third-party plug-ins and extensions. |
No information available | |
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Batch Data Sync Scheduler and tools for batch synchronization of large data sets. |
No information available | |
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Integration Monitoring Visibility and alerts regarding integration health and data flow. |
No information available | |
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Concurrent Integration Limit Maximum number of concurrent system integrations supported. |
No information available | |
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Mean Integration Response Time Average response time for key API calls or integrations. |
No information available |
User Experience and Accessibility
(1 Yes /1 Known /9 Possible features)
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Mobile Responsiveness Optimized interface for use on mobile devices. |
Mobile access is specifically listed in the product description, implying optimized mobile interface. | |
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Accessibility Compliance Adherence to accessibility standards (e.g., WCAG) for users with disabilities. |
No information available | |
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User Personalization Support for tailored views, notifications, and navigation per user. |
No information available | |
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Contextual Help In-app help, tooltips, guides, and tutorials. |
No information available | |
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Multi-Window Support Ability to use multiple windows or tabs without session conflicts. |
No information available | |
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Localization Support for multiple languages and regional formats. |
No information available | |
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End-User Training Tools Library of learning resources and onboarding modules. |
No information available | |
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User Session Timeout Setting Duration after which an idle user is automatically logged out. |
No information available | |
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Page Load Speed Average time to load main user interface pages. |
No information available |
Client Communication Tools
(2 Yes /2 Known /10 Possible features)
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Secure Messaging End-to-end encrypted chat or messaging with clients within the platform. |
No information available | |
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Bulk Email Campaigns Ability to create and send targeted email campaigns to clients. |
No information available | |
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SMS Integration Direct messaging via SMS to clients’ registered numbers. |
No information available | |
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E-Document Delivery Securely send statements, disclosures, and other documents to clients. |
E-document delivery is supported as part of compliance monitoring and document management. | |
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Campaign Analytics Track open rates, clicks, and engagement for outbound communications. |
No information available | |
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Automated Reminders System-generated reminders for pending actions or documents. |
Automated reminders are part of workflow and opportunity management in CRM; marketing automation supports reminders. | |
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Template Management Central management of approved email and message templates. |
No information available | |
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Opt-In/Opt-Out Management Maintain compliant records of client marketing communication preferences. |
No information available | |
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Concurrent Campaign Limit Maximum number of simultaneous outbound campaigns. |
No information available | |
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Message Delivery Time Average time for messages to be delivered to clients. |
No information available |
Service Case and Ticketing Management
(0 Yes /0 Known /10 Possible features)
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Case Creation Automation Auto-generation of service cases from incoming emails or client messages. |
No information available | |
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Priority and Categorization Support for tagging tickets by priority and type for routing and handling. |
No information available | |
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Assignment Rules Automated or manual assignment of cases to the appropriate team or individual. |
No information available | |
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SLAs and Escalation Rules Configurable SLAs and escalation triggers for overdue cases. |
No information available | |
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Case Resolution Workflows Guided workflows for efficient problem investigation and resolution. |
No information available | |
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Internal Notes and Collaboration Private notes, file sharing, and team chat on each ticket. |
No information available | |
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Client Portal Access Clients can view, update, and track their own tickets online. |
No information available | |
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Case Closure Feedback Collect client satisfaction feedback upon case resolution. |
No information available | |
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Active Case Limit Maximum number of open service cases the system can manage simultaneously. |
No information available | |
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Average Case Resolution Time Mean turnaround time for resolving standard support tickets. |
No information available |
Performance, Reliability, and Support
(3 Yes /3 Known /10 Possible features)
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System Uptime SLA Contractually guaranteed percentage of system availability. |
No information available | |
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Disaster Recovery and Backup Automated data backup and rapid failover capabilities. |
Disaster recovery and backup are industry standard and critical for compliance in financial CRMs. | |
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24/7 Support Availability Access to technical support around the clock. |
No information available | |
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Response Time Guarantee Average time to respond to critical support requests. |
No information available | |
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User Community Portal Online forum and help center for users to share solutions. |
No information available | |
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Regular Software Updates Commitment to periodic updates and enhancements. |
Regular software updates are expected for cloud-based, compliance-focused CRM systems. | |
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Performance Monitoring Tools Built-in utilities to monitor system health and usage. |
No information available | |
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Incident Notification Immediate alerts to administrators for system issues. |
No information available | |
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System Scalability Capacity to expand concurrent users or data usage without significant degradation. |
Product supports large organizations and is designed to scale for brokerages and advisory firms. | |
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Peak Concurrent User Support Maximum number of users supported simultaneously under full load. |
No information available |
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