Eventus CRM is a generic CRM systems which is based on Microsoft Dynamic CRM 4.0. This provides customers with a wide range of tools to help them in automating the business workflows in their company which helps to reduce the cost of running business and achieve more with less. For more details, you can refer to here.

In order to cater the specific needs for financial services institutions, Eventus created a customized version of the Eventus CRM which tailors for the financial services institutions. Most of the time, we would help a company to build a tailor made version of Eventus CRM which aim to improve the efficiency of the company. Benefits of the Eventus CRM for Finance are:

• Centralized Management for data – Instead of having multiple excel files, data are stored in a centralized database which helps to easily share information with people in your company.
• Automated Business Process – Workflow support in Eventus CRM helps to reduce the time which employees spent in doing tedious work, like emailing clients whenever there are some update of the fund they get invested into.
• Capability to store financial information – Eventus CRM for Finance have the ability to store information which is specific to financial services institutions, like cashflow and balance information for hedge funds.
• Easy to access information – Eventus CRM based on Microsoft Dynamic CRM 4.0 which provides a number of ways to access the information. You can access the information stored by means of web interface, plug-in for Outlook or even you can access it from your laptop while you are travelling (i.e. offline access)
• Flexible Deployment Options – You can choose form two deployment options, On-Premises and Hosted, which helps to address needs of company at different level. You can choose to have everything hosted on your servers or have us manage everything for you.

Interested? Contact us at info@eventus.com.hk.