Finance Business CRM Suite:
Stock Brokers, Investment Advisers, Chartered Accountant firms, Practitioners, Wealth Management advisers, LIC/GIC Practitioners, and Asset Management Companies can breathe the air of relief now because they can securely manage their complex data with Finance Business CRM Suite. This Business CRM Suite is so flexible that you can also seamlessly assimilate between Clients, Portfolio, Mutual Funds, Stocks, Funds or any other Instrument
Finance Suite CRM provides the following features,
· Maintaining Healthy Relationships with clients
· Define relationships with your contacts for efficient contact management
· Calendars, Dashboards, Event Reminders
· Maintain Corporate Customers track information
· Regular Follow-up reminders to generate potential customers to loyal customers
· Seamless integrations between Clients, Portfolio, Mutual Funds, Stocks, Funds or any other Instrument
· Get more out of your established customers
· Identify & Concentrate on Best & Loyal Customers for recurring business
· Stay in touch with your Contacts on occasions by enabling the Automatic Greetings feature
· Integrate with Tally for Accounting
· Send periodic information to your client about News Update, Global Market, Trends, Analysis, Investment Ideas
· Link with Facebook, LinkedIn and generate more business through social portals
· Allow your clients to login to your website & read published articles, news, and investment proposals
· LIC, GIC premium reminders automatically sent across to client for due premium
· Linking of LIC, GIC, MF, Policy documents with contact
With Finance Business Suite CRM, you can delve into concrete insights from your complex data this will help you to ascend your business profit & goals. Social portals are prime dais nowadays for businesses, Finance Suite CRM will excel your business & identity on social media platforms as you can link with social media portals. Hence, your business gets recognition in every corner of the financial segment in an accomplished way.
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