Financial companies face a unique challenge every day. They must continually point their clients in the right direction with their money. With sufficient knowledge of the market and its tendencies, this seems like an attainable goal, right?

But most financial compaies don’t only have one or two clients – they have entire lists of important people and companies with finances to be managed. How can they cope with so many different portfolios? A CRM Finance for financial advisors is designed specifically to ease the investment management process. It can help both advisors and their clients to breathe a little easier when it comes to financial planning.

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Financial companies isn’t just about following and directing your clients’ finances. It’s about your clients themselves and how you interact with them.

1. Mobile CRM

Any financial CRM provider you encounter will claim to have mobile functionality. It’s expected at this point in today’s technology-obsessed world. But these claims can be misleading. Make sure that any provider you’re examining offers full mobile functionality, not just a shoehorned, limited version of its desktop system. You should be able to access client records, email your colleagues.

2. Customer Intelligence

You shouldn’t have to dig deep into all the data you accumulate to draw conclusions about your financial advisory process. A CRM Finance advisor should analyze all your data as it comes into the system and give you insights in real-time. Where are the weak points in your process? Where should you direct your energy in order to create more successful business and improve interactions? A properly equipped CRM Finance should tell you exactly where to start.

3. Automatic Email Tracking

Every contact and client in your financial advisor CRM should have his or her email connected to the corresponding record in your system. With email tracking tied directly to each record, you’ll never miss an important conversation. And with every single client interaction tracked in the CRM Service, you’ll know whose finances need a little more attention and your clients can rest easy with the knowledge that you have a clear picture of what’s going on with their accounts.

To find out more about CRM Finance, click hereto conduct a free call.

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