1. Business : Wealth Management Service
1.1. Investment Advisory
1.2. Financial Planning
1.3. Insurance Administration
1.4. Banking Support
2. Client Category
2.1. Under Advisor
2.1.1. Individual client
2.1.2. Couple
2.1.3. Client with Family
2.1.4. Institutional
2.2. Under General Affair
2.2.1. Vendors
2.3. Under Management
2.3.1. Business Partners
3. Units
3.1. Management : Directors
3.2. Advisor : Senior Advisor, Advisor, Junior Advisor, Assistant Advisor, Ops & Admin Staff
3.3. MIS & Operations : Supervisor & Staff
3.4. Portfolio Mgt Unit : Spv
3.5. Finance : Supervisor & Staff
3.6. General Affair : Mgr & Staff
4. Information Required in the CRM
4.1. Client/vendor/partner Demographic data, business information, Family, Accounts etc
4.2. All client/partner/vendor current relationship, and Investment Portfolio (if any)
4.3. All historical records of :all type of transactions, all engagement activities with clients, contacts and reports sent to clients, all invoices and payment made by clients
4.4. All documents related to clients/partner/vendor
4.5. Market Informations (Related to investments)
5. Client Activities
5.1. Deals
5.1.1. Investment Transactions
5.1.1.1. Buy/Sell Bonds
5.1.1.2. Buy/Sell Stocks
5.1.1.3. Buy/Sell Mutual Funds
5.1.1.4. Buy/Sell Unit Links
5.1.1.5. Buy/Sell Other Investment Products Locally/International
5.1.2. Insurance
5.1.2.1. New/Extention/Change/Closing Policy
5.1.2.2. Benefit Claim
5.1.3. Tax/Finance Services
5.1.3.1. by Vantis
5.1.3.1.1. Individual Tax Planning
5.1.3.2. by Partners
5.1.3.2.1. Tax Reporting (Individual/Institution)
5.1.3.2.2. Finance support services (Institution)
5.1.4. Financial Planner
5.1.5. Wealth Management Service Agreement
5.1.6. Investment Advisory Agreement (Penasihat Investasi)
5.1.7. Estate Planning (Warisan)
5.1.7.1. Notarial "Surat Wasiat"
5.1.7.2. Others
5.1.8. Other services
5.1.8.1. Task base
5.1.8.2. Project base
5.2. Services Related
5.2.1. Banking Assistanship
5.2.2. Credit card Issues
5.2.3. Fund Transfer
5.2.4. Others
5.2.5. Query/Need help/Complaints
6. Business Unit
6.1. Management (Directors)
6.2. Advisor & Staff
6.3. MIS & Operations
6.4. Finance & Accounting
6.5. Portfolio Management
6.6. General Affair
7. Processes (Intra Units)
7.1. Clients
7.1.1. Client on boarding processs
7.1.2. New Agreement process for new clients
7.1.3. Client Query/Complaint process
7.2. Transactions related to investment
7.2.1. Buy/Top up/Sell (Redemption) process
7.2.1.1. Bonds
7.2.1.2. Stocks
7.2.1.3. Mutual Fund
7.2.2. Asset Transfer process (Custodian)
7.2.3. Opening account process : Securities /Asset management/Banking
7.3. Transactions related to Insurance
7.3.1. Buy/Top up/Sell (Redemption) process
7.3.1.1. Unit Link
7.3.2. New/Close/Change Insurance Policy process
7.4. Securities/Bank Related Transactions
7.4.1. Fund transfer process
7.5. Tax & Finance Related activities
7.5.1. New/renewal service agreement with client process
7.5.1.1. Individual
7.5.1.2. Institution
7.5.2. Tax related reporting processes
7.6. General Affair
7.6.1. New Vendor Selection and the agreement process
7.7. Management
7.7.1. New Partner agreement process