CapitalBase.com is a comprehensive suite of web-hosted business efficiency tools used by the financial services industry for:
• Customer Relationship Management (CRM) - robust CRM capabilities to manage and analyze customer interactions with the goal of improving business relationships with clients and COIs, assisting in client retention and driving sales growth.
• Business Process Automation - Financial Services Industry specific tools to streamline manual activities to reduce costs and increase time with clients.
• Sales & Service Process Execution - full life-cycle, from referrals to pipeline, sales, client onboarding, custom incentive plans, to service, including specialty resources from our partner Cannon Financial Institute.
• Enterprise Referral Management - to drive cross-sale results and automate reporting & incentive compensation.
• Regulatory Compliance Controls - to simplify compliance execution and quickly implement new procedures.
Designed for Financial Services professionals, CapitalBase provides intuitive, rapidly deployable tools that are delivered in a seamless, custom configuration that has just those tools your company needs. Email or call (412) 779-1915 for a webinar.
Company Details
- Employees
- 6
- Address
- Six Penn Ctr West, Pittsburgh,pa 15276,united States
- Phone
- +1 800 833 7695
- in****@****ase.com
- Industry
- Software Development
- NAICS
-
Software Publishers
- Website
- https://capitalbase.com
- Keywords
- industry for:.
- HQ
- Pittsburgh, PA
Capitalbase.com Questions
Capitalbase.Com's helpline number is +1 800 833 7695
Capitalbase.Com's website is https://capitalbase.com
Capitalbase.Com's LinkedIn profile is https://www.linkedin.com/company/capitalbase.com
Capitalbase.Com has
6 employees.
View email and phone details for 6
employees at Capitalbase.Com.
Capitalbase.Com's industry is
Software Development
Capitalbase.Com's top competitors are
Panacea Financial,
El Car Wash,
Prince William Water,
West Technology Group,
Technology & Business Solutions, Llc,
The Fidelity Bank,
Albemarle County Public Schools,
Thompsongas,
White Plains Hospital,
Jeffco Public Schools - Colorado.
Capitalbase.Com's support email address is inquiries@capitalbase.com
Capitalbase.Com's categories are Software Development
