QGate Software Limited

D2 Fareham Heights
Standard Way
Fareham Hampshire
PO16 8XT
United Kingdom

T: +44 (0) 1329 222 800
E: info@QGate.co.uk

T: +44 (0) 1329 222 802
E: support@QGate.co.uk

Infor CRM for Financial Services

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Financial Services

Whether for Financial advisers, hedge fund and portfolio managers or other client-facing teams, Infor CRM provides a 360-degree view of client interactions enabling you to provide better service, have meaningful conversations and anticipate client needs. Increase Financial teams' productivity through the opportunity phase and drive deals to close.

  • Track important financial information in a consolidated view
  • Receive alerts when thresholds are met in your clients’ portfolio to enable quick responses
  • Securely access and work with client data on any mobile device, anywhere
  • Manage deals with opportunity management and forecasting features

Contact us to discuss your requirements or for further information.