Financial services cloud is wealth management CRM software that helps clients achieve their business goals by managing investments, policies, insurance, holdings, accounts and liabilities on a unified platform. Powerful productivity tools assist financial advisors to connect with their clients and offer proactive goal based solutions. Financial services cloud delivers personalized service across any channel to rebuild customer success stories.
Use sharp client insights and engagement tools to deliver personalised advice anytime, anywhere. With valuable alert reminders, you can wow clients at the right moments as you collaborate on their financial goals.
Benefit from more visibility into existing household opportunities and get a holistic view of managed and held away assets. Plus, with the ability to track referrals from Centers of Influence, you can transform your client base into an active referral network.
Instantly access all of your client data in one central location so you can spend less time on administrative tasks, and more time focusing on client relationships. With a customisable mobile app, advisors can maximise every hour in the office or on the go. .
Drive repeatable and visible collaboration across the entire firm. Help manage compliance with access to secure client and household profiles. And instantly see who interacted with each client as well as the information that was shared. .
