A firm is said to be in the financial services industry if the institution is engaged in a finance related business. Some of the examples may include but are not limited to Banking firms, Wealth Management Firms, Credit Unions, Insurance Sales & Service firms, Investment advisory services, etc.
A financial services CRM helps the financial advisors by giving them access to upto date customer information. This helps them build a deeper relationship with customers and establish trust and credibility which ultimately leads to more sales.
Financial Services CRM helps you capture your leads from multiple channels such as emails, websites, social media and organize it in CRM. It helps you track it better so that no lead is missed out without follow up activities. In addition to that a CRM helps you generate sales reports and dashboard to accurately measure and monitor your sales performance.
Seemlessly Capture, Nurture and Qualify leads to deals.
Organize your contacts from deal decision makers to customers and keep track of conversations.
Get Reports from your CRM data and actionable insights to take critical sales decision.