CRM On Demand’s enhanced Banking and Wealth Management functionality extends the current Oracle CRM On Demand Financial Services Edition to deliver the complete financial desktop experience for bankers and financial advisors. These industry capabilities empower banking professionals and financial advisors to better attract, plan, manage and retain customers, increase revenues, and maximize return on investment all from within their Oracle CRM On Demand solution.

Oracle provides banks, financial institutions and other wealth management service providers with a wealth management solution to streamline their book of business, manage relationships, track and convert opportunities more efficiently. The solution, which is accessible from anywhere, provides a powerful contact management and task management system with embedded analytics for advisors, sales managers and sales executives.

Other Private Banking Offerings

  • Oracle FLEXCUBE Private Banking
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    Case Studies

    The Client is one of the largest private banks in Myanmar. The Bank was established on 21 August 1992 with the permission ...

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    The Client is one of the highest circulated Tamil daily newspaper having over 14 editions across the state of Tamil Naidu ...

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