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Compliance & Service-Management

  • CIP / OFAC Compliance Module

  • Administrative Review & Resolution Tracking Module

  • Reg 9 Review & Resolution Tracking Module

  • Closed Account & Asset Retention Module

  • Bank Examiner Tools to Verify Review and Client Activity Information

  • Exception & Aging Tracking Tools

  • Committee Automation Reporting

Business Management Information

  • Automated Activity Reporting & Officer Self-Statementing

  • Trust Committee & Sub-Committee Reporting Automation

  • Centralized Client/Prospect Database

  • Automated Bank-Wide Reporting & Online Referrer Statements

  • Centralized Reporting on Affiliate Activity & Rollups

Cannon Financial Institute Modules

  • 13 Wealth Management Issues Tools

  • Client Absolutes & Touchpoints Tracking

  • Officer Self-Coaching Activity Reports

  • Annual Client Experience Plan & Tickers

  • Relationship Reviews & Client Reviews

  • RM Performance Plan Scorecard

  • Custom Tracking for Internal Initiatives Developed with Cannon Consulting

Please call 1-800-930-4530 or send an email to learn more about CAPITAL*Base and see a web-cast demo of its automated reporting, leverage of email messaging, client contact history functions, audit and compliance tools and other functions sought by our Wealth Management Provider clients.


CAPITAL*Base Overview

CAPITAL*Base is a hosted, modular suite of Sales & Service tools designed specifically for the Wealth Management industry. Its web-based structure permits tailoring for your specific organizational workflows, business processes and reporting.

Designed for Wealth Management professionals by Wealth Management professionals -- these tools support (i) officer job-specialty productivity as well as (ii) organizational execution of key sales & service business processes.

Each module provides officer efficiencies (like reducing manual tracking) in parallel with overall organizational efficiencies (like building referral volume by streamlining incentive promptness).  Click on selected modules for more detail.

CAPITAL*Base is flexible to enable phased implementations (like deploying sales and pipeline modules in Phase 1 and deploying client service elements in later phases).  Various modules can also be "hidden" if you have an alternative resource or do not execute the particular process supported by the module.

 Client Relationship Management

Sales & Incentive Fulfillment Process

  • Wealth Management Prospect Management

  • Pipeline & Referral Tracking

  • Referrer Statements & eMail Alerts

  • Sales Call Tracking & Proactive Ticklers

  • Will File & Estate Plan Module

  • New Business Modules

    • Sales Reporting Module

    • Account Acceptance Module

    • Incentive Claim Submission & Approval Module

  • Incentive Claim Workflow and Automated Plan Payout & Audit Module

 

  Integrated Tools

  "In addition to our new
  pipeline, the system does
  all of our new and lost
  business reporting, all
  our incentive payments,
  all our fee and acceptance
  reporting, and prepares all
  our audit information.
  It is an incredible time-
  saver, and we utilize it
  in seven states without 
  special software or servers
  for a very reasonable
  monthly fee."

  SVP, Trust Division at
  Regional Bank Holding
  Company

 

 

 

 

 

 

 

 

 

 

 


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