eBridgebuilders Financial Systems

The affordable monthly per-user licensing structure of CAPITAL*Base combined with its rapid deployment and officer acceptance (from its peer-designed, intuitive web style) produce a strong return on investment
for clients who see gains from:

sales officer and RM effectiveness
referral growth and client retention
team coordination & communication
automation of manual reporting
enhanced compliance management
new capacities to monitor initiatives
management information capabilities

We would be pleased to provide a web demonstration and Guest Log-On IDs
for your team to explore CAPITAL*Base.
Click here to request a web demonstration or please give us a call at 1-800-930-4530

Welcome!

   We are pleased to
   announce Version 4.0
   of CAPITAL*Base and
   invite you to review its
   new features, including
   modules developed
   in partnership with
   CANNON Financial
   Institute.

eBridgebuilders^® Financial Systems has specialized in designing sales and service software exclusively for financial services providers for over ten years.

CAPITAL*Base is our web-based CRM that blends an array of best-practice tools into a flexible relationship management workbench that streamlines key front-office activities.

Financial Services CRM Tool Suite for Core Productivity & Process Execution
Sales Channel	Service Channel
a Referral Tracking	a Client Profile
a Call Reporting	a Servicing History
a Campaign Tools	a Client Profitability
a Pipeline Forecasts	a Team Coordination
a Account Approval	a Reviews & Ticklers
a CIP / BSA Suite	a Client Retention
a Sales Reporting	a CANNON Modules
a Incentive Payout	a Cross-Sell Tools
a Opening Workflows	a RM Incentive Plans
Custom Reports s Interfaced Account and CIF Data Customizable by Business Unit s SAS 70 Compliant Client Advisory Group s Ongoing Upgrades Included