CUSTOMER RELATIONSHIP MANAGEMENT
MELODY
The perfect tool for an Advisor point of view
Melody is a comprehensive Customer Relationship Management tool that lets you harness the full power of the Harmony Portfolio Management System. Built on a Microsoft Dynamics platform, Melody also leverages key integrations with Microsoft Office that help create operational efficiency using streamlined processes and creates a more personalized and connected experience for your clients.
KEY BENEFITS
Client Management
Manage contacts, clients, relationships & prospects all in one place.
Key Integrations
Leverage seamless integration with Harmony, Microsoft Outlook, SharePoint, Calendar and more.
Know Your Client
Maintain client records simply and effectively with an intuitive interface and the ability to send electronically through DocuSign®.
Sales & Marketing
Present clients with relevant, personalized offers as you manage campaigns. Manage sales pipelines tracking leads and opportunities.
Features
Quick View Dashboard
Flexible, customizable dashboard to let you see relevant and key information in just one glance
Track Client Details
Record all important details about your clients and relationships and sync with Harmony
DocuSign® Integration
Write to and read from DocuSign® templates and send to clients for e-signature
Integration with Harmony
Seamless integration with Harmony – no gaps or lag with your data
Sales & Marketing
Track prospects through sales stages and manage leads to completion
Microsoft Office Integration
Quick tools can be leveraged when using Microsoft Office applications like Outlook
Melody makes Client Relationship Management Simple
Client Management
Manage contacts, clients, relationships & prospects all in one place.
Key Integrations
Leverage seamless integration with Harmony, Microsoft Outlook, SharePoint, Calendar and more.
Know Your Client
Maintain client records simply and effectively with an intuitive interface and the ability to send electronically through DocuSign®.
Sales & Marketing
Present clients with relevant, personalized offers as you manage campaigns. Manage sales pipelines tracking leads and opportunities.
CLIENT KUDOS
“Infinite Investment Systems has been a trusted partner of EdgePoint’s since our launch. As a start up, it was critical that we selected a partner that could help us get off the ground and provide us with ongoing support. The team at Infinite has always demonstrated that they value our business and that we have a voice. Our suggestions for improvements are always welcomed. What we’re most impressed with is how Harmony has evolved over the years and has become such a robust system. We certainly feel that we get value for what we pay."
Diane Rossi, Director of Operations
EdgePoint Wealth Management
“We wanted a solution that integrated our operations and administration while allowing us the flexibility to implement and customize as needed to meet our unique business requirements. In addition, the solution had to be intuitive, scalable and cost effective. The Harmony product helped us to unify our operations, realize process efficiencies and improve the quality of our client reporting. While implementing Harmony, we found that all levels of the IIS staff were responsive and dedicated – particularly during periods with critical deadlines. Since implementation, the IIS team has demonstrated their continued commitment to a productive partnership with our firm.”
Jennifer Wood, Director of Operations
Cypress Capital Management
“The Harmony System provides us with the portfolio management tools needed to meet our client’s objectives. It’s functionality, integrity and reliability is second to none. Training users is easy due to the systems built in modules and drop down menus and navigating through the program is fast and efficient. Infinite Investment Systems has worked along side us to develop customized reporting to meet our client’s needs. Above all else, the staff at Infinite adheres to the highest standards of customer service and each question is met in a knowledgeable and professional way. We believe Harmony is the best portfolio management system on the market today.”
Bob Sewell, President and CEO
Bellwether Investment Management
“Being the premier client of Infinite Systems, Barrantagh Investment Management Inc. was quick to recognize the potential capabilities of the Harmony software package. Our service mandate provides the highest standards in portfolio management and customization for each of our clients and their needs. Utilizing Harmony has enhanced our ability to meet and exceed client requirements and reporting protocols. Harmony has been able to assist Barrantagh in providing accuracy, clarity and transparency to the many aspects of comprehensive portfolio management. As well, Harmony's flexibility and continuous upgrades assures continuity in our growth."
Wally Kusters, Managing Director
Barrantagh Investment Management
