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.
The Tokara team is comprised of veteran technology consultants with deep expertise in financial services. Browse the tabs to the right for summaries of features and functionality you can expect when you partner with us for a financial services engagement.
Technology that Builds
At the core of success in financial services are relationships and the sense of trust you build with clients over the long term. Our consulting team is fluent in the 'people-first' technologies that deliver deeper connection to clients, enabling you to know them better than your competition ever could and equipping your advisors with the tools they need to establish the repeatable best practices that build relationship capital.
With a long and successful track record in the financial services industry, the Tokara consulting team is adept at making client operations faster and more seamless, securing and growing their customer base, and positioning these companies for sustainable growth and success. We specialize in technologies like CRM that are designed to get financial services up and running from day one with modules tailored to the industry, including Asset Management, Capital Markets, Private Banking, and Commercial Banking.
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.
Tokara continually offered US CrewChange support to ensure that thissolution was customized to efficientlytrack the projectt needs of current andfuture clients.
Director of Business Development
Tokara Solutions has been a pleasure to work with. They are professional, transparent and go over and beyond to be accommodating and attentive to client needs. Tokara Solutions are an A+ example of great client service!
V.P. Private Banking Technology
What Verity Credit Union appreciates most about working with Tokara is not having to reinvent the wheel or invest in staff time to recreate solutions that Tokara has already crafted and implemented across their customer base. This allows us to dream big!
We’ve had the pleasure of working with Ryan Schieman for many years on key CRM initiatives at BlueShore Financial, most recently in his role as Senior Pivotal Architect at Tokara Solutions. His expertise and trusted relationships with our developers and IT management have made him a valued extension of our team!
CRM helps facilitate marketing automation and campaign monitoring for lead nurturing. Sales representatives can leverage CRM data to prioritize outbound prospecting efforts. After the marketing team generates leads, they can be seamlessly handed over to the Sales department for closure. The Sales team will then transform the most promising leads into opportunities and subsequently into new business.
Through data centralization and workflow automation, CRM streamlines administrative tasks, freeing up staff to dedicate their time to critical activities. Additionally, it consolidates information from various backend systems (such as Core, LOS, Insurance, etc.) into a single repository, ensuring that all relevant client data is easily accessible in one place.
CRM enables advisors to maintain connectivity through timely and pertinent communications, informed by comprehensive customer insights. Furthermore, it compiles data from various backend systems (including Core, LOS, Insurance, etc.), centralizing all client information within a singular hub. This empowers advisors to offer enhanced guidance and support to their clients.
CRM provides performance metrics for lending pipelines, advisor efficiency, referral initiatives, campaign return on investment, and other relevant areas. Additionally, it extracts data from diverse backend systems (such as Core, LOS, Insurance, etc.), simplifying the identification of potential avenues for increased sales.
Advisors have the ability to securely access the CRM from any location using mobile devices, enabling them to assist clients while on the move. A robust cloud-based CRM can be conveniently accessed not only from the branch but also from a smartphone or tablet. This flexibility allows advisors to schedule meetings at the client’s preferred location while maintaining the same high level of service quality.
Tokara consultants not only have deep experience in the financial services industry, but also in the 'people-first' technologies like CRM and marketing automation that transform businesses by enabling the consistently exceptional client experiences that result in connection, trust, and long-term loyalty. Whatever your technology requirements, we're certain our seasoned professionals can deliver the results you need.
Ready to Meet the the Best
CRM for Financial Services?
Connect with Tokara's CRM Team
Talk to one of our experts about CRM for your business, schedule a demo, or simply learn more about what kind of benefits users are seeing. We look forward to connecting with you!