eBridgebuilders Financial Systems

New Features for Version 4.0
"Front-Office & Middle-Office" Process Streamlining Sub-Modules

The modules below are now available within CAPITAL*Base CRM Version 4.0 and integrated with the system's core
business development & relationship management components. To learn more, please call us at 1-800-930-4530
for a web demo and discussion. We can then provide your team with Guest Log On IDs to review these capabilities.

Client Service Standards by Segment

Automated tracking of the execution of client service standards,
with self-coaching RM activity statements & management reporting

CANNON®
Financial Institute

Productivity Modules

Comprehensive Wealth Management Sales/RM/Exec resources including
13 Wealth Management Issues, Segmentation and Client-Experience tools

New Account Acceptance Workflow

Online, customized account opening form for acceptance, documents , CIP,
account set up and online opening approval, messaging & committee reports

Client Retention & Cross-Sale

Automated tracking of team-served client cross-sales, referrals & additions
and lost account management reporting & beneficiary database

Incentive Claim & Payout Manager

Intelligent Incentive Claim with matrix-based eligibility (minimums, % shares)
with online approval, messaging, participant statementing and payroll export

Reg 9 Review & Exceptions

Customizable Reg 9 Review with exception tracking, aging & resolution status
with automated Investment Committee reporting and Examiner module

Account Review & Examiner Utilities

Automated Account Reviews with exceptions tracking, committee clearing and
resolution-aging with compliance & audit reporting and Examiner module

Automated Time-Track & Billing

For EB, Institutional & Estates, leverage this module to automate tracking &
invoice statementing of billable hours by activity-type for services provided