Financial Services

Our consulting team is well-versed in CRM technologies designed specifically for institutional asset management professionals, enabling them to develop deep insights into client needs, preferences, and influencers. These platforms are also able to efficiently automate multi-step processes, track performance, and enable your teams to collaborate more effectively, regardless of device or location. Because they are designed specifically for segments within the financial services industry—in this case institutional asset management—they were built to mirror business processes and data models typically used by institutional asset management firms. The flexibility of the platform also ensures seamless connection to back-office financial systems and other critical platforms within the larger organization.

Our consultants are well-versed in industry-specific CRM solutions focused on the needs of mutual fund wholesalers, enabling them to develop a deep understanding of broker profitability while also strengthening and cultivating broker relationships, and streamlining business processes for improved productivity. Because they are designed specifically with the needs of mutual fund wholesalers in mind, they are able to increase efficiencies and productivity, resulting in higher overall profit and long-term success. The flexibility of the platform also ensures seamless connection to back-office financial systems and other critical platforms within the larger organization.

Our consulting team has deep, hand-on expertise delivering the only complete, end-to-end relationship management solution for capital markets, designed specifically to address the needs of both sides of these firms. Industry-specific features and functionality allow investment bankers to seamlessly manage client opportunities while deepening connection, relationship, trust, and loyalty—all the while mirroring business processes and data models typically used by firms in this segment of the financial services industry. The flexibility of the platform also ensures seamless connection to back-office financial systems and other critical platforms within the larger organization.

Our consultants are adept at delivering CRM solutions designed exclusively to meet the needs of private banking and wealth management professionals. These industry-specific solutions enable operations to be streamlined, while also delivering more detailed insights into the cost and value of client services and ensuring the consistently exceptional client experiences that cultivate connection, trust, and loyalty. Custom-tailored for private banking and wealth management professionals, these solutions are focused on gaining an ever-deeper understanding of client needs, households, preferences, and influencers while also functioning to automate cumbersome and time-consuming multi-step processes, track critical performance measures, and drive the collaboration and connection results in higher client satisfaction and loyalty.

Our seasoned consulting team has a deep understanding of CRM and related technologies developed specifically to meet the unique needs of professionals in the commercial banking industry. These solutions deliver critical insights into client needs and preferences while also automating complex processes, tracking key performance indicators, and enabling commercial banking teams to more easily and effectively collaborate. Designed to mirror business processes and data models most commonly used by commercial banks, platform flexibility also ensures seamless connection to back-office financial systems and other critical software used by the firm as a whole. Such industry-tailored solutions ensure commercial bankers are optimally positioned to delight clients with the personalized experiences and service that drive their banking choices and long-term loyalty.

Our consulting team is well-versed at delivering CRM solutions designed to meet the many needs of professionals in the retail banking industry. With industry-specific features and functionality, retail bankers will effortlessly track client opportunities while simultaneously deepening relationships, trust, and loyalty. The platform’s flexibility also ensures seamless connection to back-office financial systems and other critical platforms within larger organizations.

Our consulting team understands the unique and varied customer relationship requirements needs of credit unions, delivering CRM and related technology solutions designed to automate critical processes that have historically been complex and time consuming while at the same time structuring and implementing consistent processes focused on driving membership, reducing churn, maximizing ‘share of wallet,’ and delivering the personalized member experiences that secure trust and long-term loyalty.

As our CRM is tightly integrated with RamQuest, Qualia, and Resware, we provide an easy to understand, minimal training required system that provides your entire team with 360-degree views into relationship profiles, notes, and history of your clients and referral sources. With many years of successful experience integrating CRM’s for title companies, we know that there are many key points to help grow your business. From using automated analytics, to prioritizing time with the right parties, and having built-in reporting of top referral sources, we provide you with a fully integrated system right at your fingertips. The Tokara team is comprised of veteran technology consultants with deep expertise in these areas.