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OUR SOLUTIONS
Microsoft Dynamics CRM (FS)

GaleForce CRM for Financial Services provides industry-specific sales and marketing management, process automation and customer service functionality, based on Microsoft Dynamics CRM. It’s CRM “purpose-built” for financial services.

GaleForce CRM for Financial Services was designed for retail and commercial banks, and wealth management, investment banking and capital markets firms, for fast, easy installations. Customize and integrate your solution to your company’s roles and workflow, and train your business users and IT staff within days.

Best of all, GaleForce CRM for Financial Services works natively within Microsoft Outlook, the first application your staff likely open every day. So watch your staff use it!

Dot.Cy, a GaleForce Solutions Certified Partner based in Cyprus, delivers CRM solutions in East Mediterranean, Middle East and the Balkans. The combination of Dot.Cy’s traditional focus in the financial services industry, its expertise in delivering CRM implementations, the leading position of GaleForce Solutions in financial services, together with Dynamics CRM 3.0, Microsoft’s award winning CRM platform, are all the ingredients needed for a successful CRM implementation in your organization. 

Product Features
GaleForce CRM for Financial Services augments and extends Microsoft Dynamics CRM to provide a complete suite of industry-specific features and functionality, including:

  • Account & Portfolio Management
  • Agreement Management
  • Alerts: Scheduled and Real-time
  • Call List Management & Call Planning
  • Case and Deal Management
  • Household Management
  • Relationship Management
  • Rules-based Forms & Views
  • Field-Level Security
  • Auditing
  • BizTalk Adapter

Downloads

Presentation: GaleForce Solutions and Dot.Cy - Microsoft Dynamics CRM for the Financial Services Industry

Demo: GaleForce CRM Demo

Brochures:
GaleForce CRM for Capital Markets
GaleForce CRM for Commercial Banking
GaleForce CRM for Retail Banking
GaleForce CRM for Wealth Management

Product Features:
GaleForce CRM for Capital Markets
GaleForce CRM for Commercial Banking
GaleForce CRM for Retail Banking
GaleForce CRM for Wealth Management

 
Customer Relationship Management
Microsoft Dynamics CRM 4.0
Microsoft Dynamics CRM (FS)
 
Financial Services
Intelistock V3
Access Accounts - Accounting System Suite
Hermes - Online Stock Trading System
ATLAS Brokerage - Back office and Portfolio Management System
PCR - Public Company Shareholders Registry
 
Insurance
QLife.NET - Web-based Life Insurance Quotation System
 
Real Estate
e-Kos - a web-based Real Estate and Property Management System
Dot.Cy Developments Ltd Contact us Find us Online Support
Engomi Business Centre,
Block C, Office. 106
28 th October Avenue, No. 1
Engomi, Nicosia, Cyprus
Tel:: +357 22 444 080
Fax: +357 22 444 085
E-mail: info@dotcy.com.cy
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