Financial Consultant

Financial consultants’ central job is to ease the financial lives of their clients. They hold important and sensitive financial data of customer coupled with the responsibility to keep that data safe. They are accountable to safely handle client money and privacy of data for a longer time while being in line with federal regulations. This responsibility becomes heavier with the increasing competitiveness in financial industry. Financial consultancy firms can safeguard their data manually, but if they are doing so, then they are legging several steps behind the competition.

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How choose FinCRM for
Financial Consultants?

Manually collecting a colossal amount of data of various channels is not feasible and that’s why FinCRM is introduced to transform your business into an easy & organized job. This CRM software generates leads automatically by linking with various 3rd party channels. It expands your client base and reduces the menial work, which, in turn, will give you more time to raise your RoI. Along with a CRM, it is also an office manager, which will reduce your stress of daily operations in any financial consultancy firm. It is integrated with a calendar, daily sheet, and task manager for your everyday operation. This CRM software is a long-term investment and will minimize your expenses on various business strategies.

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Automatic Lead Generation to Lessen Menial Work

Financial consultants have to acquire as much leads to tap into the potential customer segments. It takes a great deal of efforts and trial & error approach, which prolongs the entire process. With FinCRM, you can easily access the data by automatically getting leads from various sources to your screen. It can be linked with 3rd party channels, such as cleverly, sulekha, etc. easily to offer you substantial edge over competitors.

Keep Your Existing Customers for Longer

It is no surprise that optimal customer experience brings in more business for financial consultancy firms. The core element standing behind the successful customer retention of a financial advisory is great client relationship. The seamless data entry and storage in FinCRM helps you to capture several crucial details about clients to provide them a tailor-made experience and gain customer loyalty. It facilitates you to deliver streamlined & customized experience with systematic and high-quality services.

industry1
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Advance Marketing with SMS & Email Reminders

Financial advisories are increasingly tending toward SMS & email services for marketing and reminders. Communication is playing important role now than ever and FinCRM in support of this approach eases your interaction with clients. It allows you to send SMS & email reminders for prompting your clients about upcoming meeting. You can also redirect birthday, welcome, or occasional messages to your clients to engage them. It will transform your marketing approach easier and organized than before.

Forecast Future Business with In-depth Reports

A financial consultancy firm should always have an idea that where is its business going and what factors will bring more business in future. FinCRM delivers you detailed reports in graphical form to provide you comprehensive insights about your marketing campaigns and lead conversion rate. It easily identifies high lead generating channel and total leads converted into opportunity by financial consultants to target enhanced revenue. This CRM software enables a financial advisory to understand sales goals and performance metrics to save your team a lot of time and generate more profit.

industry1
industry1

Advance Yourself with Digitized Estimates

Financial consultants have to deal with a huge number of clients and keep history of transaction with them. FinCRM provides you financial module for financial consultancy firms to prepare and share digitized bills & estimates with their clientele. This CRM software will enable you to keep track or progress status of prepared estimate. Financial consultancy firms will be able to record entire transaction history of every client in the safe & secure environment of FinCRM.

Don’t Worry About Missing Any Meeting

With the continually expanding business, the number of clients of financial consultancy firms also increases coupled with the number of meetings with them. Amidst more on-the-go schedule, people sometimes forget about meetings. To deal with that, we have integrated a calendar in FinCRM. You can set a reminder for yourself in this calendar to keep up with any meeting on your schedule. Just a few clicks and you are up to date for all your meetings and appointments.

industry1
industry1

Allocate and Handle Tasks from Anywhere

In financial consultancy firms, different team members have different task to do on daily basis. Managers have to allot separate task for separate consultant, which is to be completed on the given time line. FinCRM brings task manager to alleviate your task management work load. Higher authorities can assign any task to any team member from anywhere and set a timeline for completion of task. They can set priority to the allotted task and track its progress from anywhere.

Keep Track of Every Task Updated by User

There are numerous tasks done by several financial consultants in a day and manually keeping a record of everyday task of all employees is laborious. What makes FinCRM an industry-best CRM is incorporated daily sheet manger with it. This CRM software is just not a CRM but also an office organizer. Every user can input their daily tasks on this and manager can track all the information recorded by user. It makes your daily operations easier and offers you more time to invest in productive works.

industry1
industry1

Automatic Lead Generation to Lessen Menial Work

Financial consultants have to acquire as much leads to tap into the potential customer segments. It takes a great deal of efforts and trial & error approach, which prolongs the entire process. With FinCRM, you can easily access the data by automatically getting leads from various sources to your screen. It can be linked with 3rd party channels, such as cleverly, sulekha, etc. easily to offer you substantial edge over competitors.

industry1

Keep Your Existing Customers for Longer

It is no surprise that optimal customer experience brings in more business for financial consultancy firms. The core element standing behind the successful customer retention of a financial advisory is great client relationship. The seamless data entry and storage in FinCRM helps you to capture several crucial details about clients to provide them a tailor-made experience and gain customer loyalty. It facilitates you to deliver streamlined & customized experience with systematic and high-quality services.

industry1

Advance Marketing with SMS & Email Reminders

Financial advisories are increasingly tending toward SMS & email services for marketing and reminders. Communication is playing important role now than ever and FinCRM in support of this approach eases your interaction with clients. It allows you to send SMS & email reminders for prompting your clients about upcoming meeting. You can also redirect birthday, welcome, or occasional messages to your clients to engage them. It will transform your marketing approach easier and organized than before.

industry1

Forecast Future Business with In-depth Reports

A financial consultancy firm should always have an idea that where is its business going and what factors will bring more business in future. FinCRM delivers you detailed reports in graphical form to provide you comprehensive insights about your marketing campaigns and lead conversion rate. It easily identifies high lead generating channel and total leads converted into opportunity by financial consultants to target enhanced revenue. This CRM software enables a financial advisory to understand sales goals and performance metrics to save your team a lot of time and generate more profit.

industry1

Advance Yourself with Digitized Estimates

Financial consultants have to deal with a huge number of clients and keep history of transaction with them. FinCRM provides you financial module for financial consultancy firms to prepare and share digitized bills & estimates with their clientele. This CRM software will enable you to keep track or progress status of prepared estimate. Financial consultancy firms will be able to record entire transaction history of every client in the safe & secure environment of FinCRM.

industry1

Don’t Worry About Missing Any Meeting

With the continually expanding business, the number of clients of financial consultancy firms also increases coupled with the number of meetings with them. Amidst more on-the-go schedule, people sometimes forget about meetings. To deal with that, we have integrated a calendar in FinCRM. You can set a reminder for yourself in this calendar to keep up with any meeting on your schedule. Just a few clicks and you are up to date for all your meetings and appointments.

industry1

Allocate and Handle Tasks from Anywhere

In financial consultancy firms, different team members have different task to do on daily basis. Managers have to allot separate task for separate consultant, which is to be completed on the given time line. FinCRM brings task manager to alleviate your task management work load. Higher authorities can assign any task to any team member from anywhere and set a timeline for completion of task. They can set priority to the allotted task and track its progress from anywhere.

industry1

Keep Track of Every Task Updated by User

There are numerous tasks done by several financial consultants in a day and manually keeping a record of everyday task of all employees is laborious. What makes FinCRM an industry-best CRM is incorporated daily sheet manger with it. This CRM software is just not a CRM but also an office organizer. Every user can input their daily tasks on this and manager can track all the information recorded by user. It makes your daily operations easier and offers you more time to invest in productive works.