Social CRM for Finance

Vision CRM has launched its Web-based Vision CRM, which highlights a social activity stream that allows advisors to collaborate internally with their staff and monitor external client and prospect activity coming from social networks and integrated financial apps.

Vision CRM has contact, task, automated workflow, opportunity, calendar and project management modules for advisors to track client activity, collaborate with staff, and build their books of business.

Activity Streams allow advisors to collaborate on CRM updates in a real-time feed and receive notifications within the firm. Customized activity streams in CRM Finance can also import external data from social networks, financial planning/portfolio services, broker-dealers, custodian enterprises, and financial media publishers.

Through social media integrations, financial advisors can view their prospects and clients on sites like Linkedin and Twitter, and import contact names, bios, and headshots for enriched contact management profiles.

Vision CRM’s click-to-call feature gives an advisor the ability to click a phone number on a client record and instantly receive a call from CRM Finance, which then connects the client and automatically generates an activity record in the notes section. The email dropbox feature allows advisors to use their current email system and maintain compliance with their present email practices while recording all emails within each client record page.

Vision CRM employs the latest techniques and practices to ensure the safety and security of user data. This includes bank-level 256-bit encryption over SSL, two-factor authentication, and session time-out features.

Vision CRM is designed for offices with solo practitioners as well as groups of advisors and their assistants. A full-featured companion mobile app is available for iPhone, iPad, and Android users and is free of charge.

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