Financial Planning Practice Management - CRM Software For Financial Advisors
Whether you are an office with one financial adviser or a dealer group looking to streamline your practices, our customised Customer Relationship Management (CRM) software for advisers provides the resources you need to bring together your business processes into a central, secure, easy-to-access area. Accessible on your desktop, tablet or mobile, you'll be able to keep track of your progress easily and cost-effectively.
Our back-office software for financial advisers covers:
- Customer Service
- Human Resources
- Statement of Advice production
- Marketing
- Document storage
Customer Service
Task Management
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Meetings
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Client Details
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Lead Management
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Customer Enquiries (via web form)
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Whiteboard Image Capture
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Marketing Plans & Stats
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Client Satisfaction Survey ( via web form)
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Client Testimonial Storage
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Staff Intranet
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Candidate Search Management
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PD Tracking
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Track Staff Leave
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Staff Blog Post Ideas
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Business Procedures Manual
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Project Management
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Key Links & Contacts Page
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File Note Storage
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Sales tracking
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