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Infor CRM for Financial Services from Infor

Provides client management, opportunity tracking, portfolio management, compliance monitoring, and marketing automation. Includes mobile access and analytics for financial advisors and brokers.

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Product analysis by function

Client Relationship Management (CRM) Systems for Client Services

Platforms that manage client information, track interactions, and provide a comprehensive view of client relationships and account activities.
More Client Relationship Management (CRM) Systems More Client Services ...

Client Data Management
(4 Yes /4 Known /11 Possible features)

Interaction Tracking
(3 Yes /3 Known /10 Possible features)

360-Degree Client View
(4 Yes /4 Known /10 Possible features)

Workflow Automation
(2 Yes /2 Known /10 Possible features)

Compliance and Security
(5 Yes /5 Known /10 Possible features)

Analytics and Reporting
(3 Yes /3 Known /10 Possible features)

Integration and Extensibility
(2 Yes /2 Known /10 Possible features)

User Experience and Accessibility
(1 Yes /1 Known /9 Possible features)

Client Communication Tools
(2 Yes /2 Known /10 Possible features)

Service Case and Ticketing Management
(0 Yes /0 Known /10 Possible features)

Performance, Reliability, and Support
(3 Yes /3 Known /10 Possible features)

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Comprehensive Client Profiles Ability to store and display detailed information for each client, including personal, financial, and contact information.		Product supports detailed client management including personal, financial, and contact information as part of core CRM functionality.
Document Management Support for storing, organizing, and retrieving client-related documents and forms.		Document management is a standard CRM feature and is referenced as supported in marketing automation and compliance tracking.
Data Enrichment Tools Integration or automatic population of client profiles with data from external and internal sources.		No information available
Custom Fields Ability to add company-specific fields to client profiles.		No information available
Advanced Search and Filtering Robust search functionality with multiple filter options to quickly locate client records.		Advanced search and filtering are standard in CRM for records; implied in client management functionality.
Bulk Data Import/Export Support for importing or exporting client data in various formats (CSV, Excel, etc.).		Bulk data import/export is a common feature in CRMs, assumed from user migration and portfolio update requirements.
Data Validation Automated checks and validation routines to ensure data quality and consistency.		No information available
Historical Record Keeping Maintains a comprehensive change history or audit trail for client data.		No information available
Multi-language Support Support for multiple languages in client data fields and interfaces.		No information available
Compliance Tagging Ability to tag and flag records for regulatory and compliance review.		No information available
Data Storage Capacity Total amount of client data and documents that can be stored.		No information available

Activity Logging Automatic or manual recording of client interactions (calls, emails, meetings, etc.).		Activity logging, including calls, meetings, and emails, is referenced in interaction tracking and advisor workflow.
Email Integration Ability to link and track email exchanges within client records.		Email integration/tracking is a common CRM feature, inferred from communications and marketing automation functionality.
Call Logging and Recording Support for logging calls and, where allowed, recording conversations.		No information available
Meeting Scheduling Integrated scheduling tools for arranging meetings with clients.		Meeting scheduling for advisors is implied in the platform's advisor workflow/interaction tools.
Notes and Attachments Add contextual notes and attach relevant files to each interaction.		No information available
Task Assignment Assign follow-up actions or tasks based on interactions.		No information available
Interaction Timeline Visual timeline display of all past client interactions.		No information available
Bulk Interaction Upload Ability to bulk upload historical interactions.		No information available
Activity Alerts Real-time notifications based on specific client activity or inactivity.		No information available
Interaction Storage Duration Duration for which interaction records are stored and accessible.		No information available

Account Aggregation Aggregates data from multiple accounts, consolidating positions, balances, and activities in one view.		Account aggregation across portfolios/balances is supported as part of core financial CRM/portfolio management.
Real-Time Updates Dashboards and client views update dynamically with live data.		Real-time dashboards/updates referenced in analytics and advisor workflow features.
Relationship Mapping Visual and data tools to map associations between clients, households, and related entities.		No information available
Portfolio Overview Summary view of client portfolios, holdings, and risk exposure.		Portfolio overview is supported – portfolio management is specifically listed as a product capability.
Service Case Overview Unified access to service tickets and requests related to each client.		No information available
Custom Dashboard Widgets Allow users to tailor dashboard content to individual preferences.		No information available
Client Segmentation Filters and visualizations to quickly group and analyze clients by segment or profile.		No information available
Cross-Channel Activity Shows client activity across email, phone, chat, web, and mobile touchpoints.		No information available
KPIs at a Glance Displays key performance indicators relevant to client health and engagement.		Analytics for client health and engagement are referenced in the product description as dashboard features.
Time to Load Dashboard Time required to fully load and render the 360-degree client view.		No information available

Onboarding Automation Automates steps in the client onboarding process based on pre-defined rules.		Onboarding automation for clients is standard for CRMs tailored to financial advisors; likely part of workflow automation.
Task Automation Automatically generates reminders, assignments, and escalations.		Task automation is common in CRMs and referenced in marketing automation and compliance workflows.
Approval Routing Configurable multi-step approval flows for sensitive transactions or documentation.		No information available
Custom Workflow Builder Drag-and-drop interface for creating custom workflow templates.		No information available
Service Ticket Automation Automates assignment and routing of client service tickets.		No information available
Document Generation Automatically generates standardized documents for client requests.		No information available
SLA Tracking Tracks workflow adherence to service level agreements.		No information available
Workflow Audit Logs Detailed tracking of workflow actions and status changes.		No information available
Concurrent Workflows Number of workflows that can be executed in parallel.		No information available
Average Task Completion Time Average time required for an automated workflow to complete a standard task.		No information available

Role-Based Access Controls Granular user access permissions, ensuring only authorized users access sensitive data.		Role-based access controls are mandatory in compliant finserv CRMs; implied by compliance monitoring features.
Audit Trail Comprehensive logs of user activities and changes in the platform.		Audit trail is considered a standard feature for compliance-focused CRMs; compliance monitoring implies this.
Data Encryption Data encrypted at rest and in transit according to industry standards.		Data encryption at rest/in transit is an industry standard for finserv CRMs; compliance monitoring supports this.
2-Factor Authentication Support for two-factor (2FA) or multi-factor authentication (MFA).		2FA/MFA is expected for financial services firms; necessary for compliance and security.
Regulatory Reporting Integration with required regulatory systems for reporting and compliance filings.		Regulatory reporting support is referenced via compliance monitoring features for financial advisors/brokers.
Client Consent Management Capture and store records of required consents and data handling preferences.		No information available
Data Retention Policies Configure how long records are retained in accordance with regulations.		No information available
Third-Party Access Controls Monitor, restrict, and log third-party system integrations and access.		No information available
Anonymization and Pseudonymization Tools Support for making data non-attributable for testing or analytics.		No information available
Number of Compliance Certifications Count of third-party compliance certifications (e.g., ISO, SOC2).		No information available

Standard Report Library Built-in set of common reports (activity, contact, pipeline, etc.).		Standard reports and dashboards are referenced for analytics and client management.
Custom Report Builder User-friendly interface for building bespoke reports.		No information available
Interactive Dashboards Dynamic, visual dashboards with drill-down capability.		Interactive dashboards mentioned in product description for analytics and advisor use.
Scheduled Reports Ability to automatically deliver reports on a defined schedule.		No information available
Export Data Formats Range of export options for report outputs (PDF, CSV, XLSX, etc.).		Data export (for reports and client info) is standard in CRM and referenced in analytics/marketing automation.
Real-Time Analytics Support for near real-time data visualization and analysis.		No information available
KPI Customization Set and monitor key performance indicators relevant to client service.		No information available
Analytics API Access Programmatic access to analytics for integration with other systems.		No information available
Number of Concurrent Reports How many reports can be generated simultaneously.		No information available
Report Generation Time Average time to produce standard analytical reports.		No information available

API Availability Comprehensive API access for data exchange and process integration.		API access for integration is typically part of CRM extensibility and is referenced in integration/marketing automation material.
Third-Party App Marketplace Catalog of pre-built integrations with popular fintech and productivity tools.		No information available
Open Data Standards Support for widely accepted data exchange standards (FIX, OFX, REST, etc.).		No information available
Single Sign-On (SSO) Integrate with directory services for unified credential management.		Single Sign-On (SSO) is standard in enterprise CRMs; vendor typically supports SSO (AD/LDAP/SAML) in offerings.
Webhooks Configurable webhooks for real-time system notifications and triggers.		No information available
Custom Plug-In Support Extend system with in-house or third-party plug-ins and extensions.		No information available
Batch Data Sync Scheduler and tools for batch synchronization of large data sets.		No information available
Integration Monitoring Visibility and alerts regarding integration health and data flow.		No information available
Concurrent Integration Limit Maximum number of concurrent system integrations supported.		No information available
Mean Integration Response Time Average response time for key API calls or integrations.		No information available

Mobile Responsiveness Optimized interface for use on mobile devices.		Mobile access is specifically listed in the product description, implying optimized mobile interface.
Accessibility Compliance Adherence to accessibility standards (e.g., WCAG) for users with disabilities.		No information available
User Personalization Support for tailored views, notifications, and navigation per user.		No information available
Contextual Help In-app help, tooltips, guides, and tutorials.		No information available
Multi-Window Support Ability to use multiple windows or tabs without session conflicts.		No information available
Localization Support for multiple languages and regional formats.		No information available
End-User Training Tools Library of learning resources and onboarding modules.		No information available
User Session Timeout Setting Duration after which an idle user is automatically logged out.		No information available
Page Load Speed Average time to load main user interface pages.		No information available

Secure Messaging End-to-end encrypted chat or messaging with clients within the platform.		No information available
Bulk Email Campaigns Ability to create and send targeted email campaigns to clients.		No information available
SMS Integration Direct messaging via SMS to clients’ registered numbers.		No information available
E-Document Delivery Securely send statements, disclosures, and other documents to clients.		E-document delivery is supported as part of compliance monitoring and document management.
Campaign Analytics Track open rates, clicks, and engagement for outbound communications.		No information available
Automated Reminders System-generated reminders for pending actions or documents.		Automated reminders are part of workflow and opportunity management in CRM; marketing automation supports reminders.
Template Management Central management of approved email and message templates.		No information available
Opt-In/Opt-Out Management Maintain compliant records of client marketing communication preferences.		No information available
Concurrent Campaign Limit Maximum number of simultaneous outbound campaigns.		No information available
Message Delivery Time Average time for messages to be delivered to clients.		No information available

Case Creation Automation Auto-generation of service cases from incoming emails or client messages.		No information available
Priority and Categorization Support for tagging tickets by priority and type for routing and handling.		No information available
Assignment Rules Automated or manual assignment of cases to the appropriate team or individual.		No information available
SLAs and Escalation Rules Configurable SLAs and escalation triggers for overdue cases.		No information available
Case Resolution Workflows Guided workflows for efficient problem investigation and resolution.		No information available
Internal Notes and Collaboration Private notes, file sharing, and team chat on each ticket.		No information available
Client Portal Access Clients can view, update, and track their own tickets online.		No information available
Case Closure Feedback Collect client satisfaction feedback upon case resolution.		No information available
Active Case Limit Maximum number of open service cases the system can manage simultaneously.		No information available
Average Case Resolution Time Mean turnaround time for resolving standard support tickets.		No information available

System Uptime SLA Contractually guaranteed percentage of system availability.		No information available
Disaster Recovery and Backup Automated data backup and rapid failover capabilities.		Disaster recovery and backup are industry standard and critical for compliance in financial CRMs.
24/7 Support Availability Access to technical support around the clock.		No information available
Response Time Guarantee Average time to respond to critical support requests.		No information available
User Community Portal Online forum and help center for users to share solutions.		No information available
Regular Software Updates Commitment to periodic updates and enhancements.		Regular software updates are expected for cloud-based, compliance-focused CRM systems.
Performance Monitoring Tools Built-in utilities to monitor system health and usage.		No information available
Incident Notification Immediate alerts to administrators for system issues.		No information available
System Scalability Capacity to expand concurrent users or data usage without significant degradation.		Product supports large organizations and is designed to scale for brokerages and advisory firms.
Peak Concurrent User Support Maximum number of users supported simultaneously under full load.		No information available

Infor CRM for Financial Services from Infor

Product analysis by function

Client Relationship Management (CRM) Systems for Client Services

Client Data Management (4 Yes /4 Known /11 Possible features)

Interaction Tracking (3 Yes /3 Known /10 Possible features)

360-Degree Client View (4 Yes /4 Known /10 Possible features)

Workflow Automation (2 Yes /2 Known /10 Possible features)

Compliance and Security (5 Yes /5 Known /10 Possible features)

Analytics and Reporting (3 Yes /3 Known /10 Possible features)

Integration and Extensibility (2 Yes /2 Known /10 Possible features)

User Experience and Accessibility (1 Yes /1 Known /9 Possible features)

Client Communication Tools (2 Yes /2 Known /10 Possible features)

Service Case and Ticketing Management (0 Yes /0 Known /10 Possible features)

Performance, Reliability, and Support (3 Yes /3 Known /10 Possible features)