Product Overview
MARS Product Suite for CRM
The MARS product suite is a proven customer relationship management (CRM) solution for financial services companies. MARS can function as a tightly integrated enterprise-wide solution or as individual modules to serve specific business needs. The full product suite includes:
- CRM/Contact and Activity Management
- Sales Force Automation including comprehensive Sales and Asset
- Reporting
- Executive Trend Reporting
- Sophisticated Channel and Territory Management
- Ad hoc Query Capabilities and Business Analytics
- Supermarket Platform Reporting
- Account/Customer Level Contact Management
- Omnibus Account Reconciliation Processing
- SEC Rule 22c-2 Compliance Module
- Literature and Gift Fulfillment
- Third-party Data Integration such as Coates Analytics™,
- Discovery™ and RIA Database™
- Wireless Mobile Solutions including IPad devices
- Data Management
- Integration with all Transfer Agent and Intermediary Data Feeds
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