CRM for Wealth Management

Sugar is a complete CRM platform that collects every bit of critical information across sales, service and marketing. It easily integrates with any application. And Sugar gives you a personalized user experience that works seamlessly on the devices you use every day.

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Wealth Management and Private Banking

SugarCRM empowers Wealth Management & Private banking firms to grow their Assets Under Management by developing trusted relationships with their customers and providing them personalized customer service.

Powered by a Sugar’s 360 view of the customer, advisors and bankers can better understand their customers, their financial needs and goals, and their households. This helps them build trust, deliver a personalized customer service and provide their customers with the right advice at the right time.

Sugar’s customer journey and advanced workflow facilitates streamlining and automation of processes like KYC, AML and onboarding. Sugar’s integration capabilities can be leveraged to integrate seamlessly with other applications like portfolio management and financial planning. This allows reduction in administrative tasks, duplicate data entry and form-filling. Thus advisors can spend more time selling and servicing their customers and meet their targets.

Wealth Management CRM Dashboard

A Little Love From Our Customers

"No matter what we ask of Sugar, there is a way to do it."

Klaus Hoeling IT Group Director - Sennheiser

Sugar had the capabilities and features to check all the boxes that we required.

Jason Maher Vice President of Sales - Materion

"Sugar gives us those management tools to know what our clients want and where revenue potential exists."

Diego Yatchesen CIO - Puente Hermanos

"The standardization of information systems at the group level has optimized the TCO."

Yann Duchemin IT Director for Western Europe - Intrum Justitia

"Sugar has given us more quality time for sales."

Dimitris Melexopoulos Brokers & Non-Tied Agents Manager - Generali Hellas

"SugarCRM is generating the leads that sustain sales for our success."

Jose Carlos Nery CRM head - HPE AUTOMOTORES DO BRAZIL (formerly Mitsubishi)

"I've been blown away by the enthusiasm. The sales team sees this as a tool to grow their business."

Avi Bar National Sales Manager - American Specialties Inc

"Each step is taking us closer to our goal of creating an optimum straight through process."

Alison Clack Director of Business Transformation - Mazars

"Sugar has helped us vastly improve the customer experience."

Naomi Ward Chief Customer Officer - Citysprint