CRM for Financial Consultants

As the name suggests, the core job of financial consultants is streamlining financial lives of their clients. Dealing with financial matters of clients requires a safe record of their financial documents, economic background, record of different types of investment solutions, and much more. You also need to attend meetings with prospects to explain customized investment solutions for them. With the increasing competition in the market, the operations in financial consultancies need to be more effective, customized, smooth and time bound.

Financial Consultants CRM | FinCRM

How FinCRM can be Money-Spinning for Financial Consultancy?

You cannot lose a single financial document after working so hard to gain your clients’ trust. Highly secured and reliable CRM software is what you need to retain that trust. Never lose a client due to a lost document with FinCRM. After all, the business of your financial consultancy is people-driven. You can use our CRM software for various other tasks, such as lead capturing, task management, report generation, office management, etc., other than document managing. Let us explain to you how this all is possible with FinCRM.

3rd party lead management | FinCRM

Automatic Lead Capturing to Lessen Menial Work

Like we earlier said that the business of financial consultancy is people-driven, so it is clear that they need a large customer pool to stay alive in the competition. To reach out to numerous people in lesser time, FinCRM provides you leads by capturing them automatically from various 3rd party channels. Intelligibly integrate our CRM software with the desired online channels and see it creating a large pool of leads for you.

Keep Your Existing Customers Retained 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 consultancy is a great client relationship, which can be helped by FinCRM. Facilitate your prospects and customers with tailor-made experience by storing customer data in our CRM software and gain customer loyalty. This is the safest place you can ever come across to manage data, handle customer problems, and upsell current clients.

Customer retention with FinCRM
SMS Marketing | FinCRM

Advance Marketing with SMS Services

You pursue various marketing strategies to attract people toward the services of your financial consultancy. Sending marketing SMS to them is one of them. FinCRM allows you to manage your SMS marketing campaigns easily. Short listing customers every time you redirect promotional SMS is tiresome, but not with our CRM software. Create different lists of prospects and send relevant messages to them. Also, monitor the performance of every marketing campaign through our CRM software to stay ahead in the race.

Forecast Future Business with In-depth Reports

A financial consultancy firm should always have an idea about where its business is going and what factors can bring more business in the future. Get comprehensive graphical reports within FinCRM and streamline your teams’ performances. Check the performance of your marketing campaigns and lead conversion rates between any intervals through CRM software. Set goals for your financial consultancy and measure performance metrics to generate more revenue in the future.

Create future revenue report | FinCRM
Prepare product estimation in CRM | FinCRM

Advance Yourself with Digitized Estimates

Technology is growing and also pushing our traditional payment & record-keeping methods toward advancement. When capturing lead in our CRM, storing and maintaining client data, conversations, reminders in our CRM, why use any other software for sending an estimate or invoice to a prospect or client? Prepare GST-compliant estimates and invoices directly through FinCRM and stay in line with the government norms. Not just generating invoices, our CRM comes with ageing analysis of your receivables and maintaining a record of your receipts, so you receive all your payments on time.

Don’t Worry About Missing Any Meeting

Amidst a more on-the-go schedule, you may sometimes forget about meetings. But at the same time, you have to maintain professionalism by attending all the meetings on time and that can be done using FinCRM. The calendar feature in our CRM software lets you set the meeting reminder beforehand. A reminder pops up on time and pokes you to get ready for your meeting. Just a few clicks and you are up to date for all your meetings & appointments.

Set reminder for meetings | FinCRM
Work from remote location | FinCRM

Allocate and Handle Tasks from Anywhere

Managers in financial consultancy bear a lot because they have different tasks to allot to different employees. Allotting tasks, then keeping an eye on their progress can become even tougher but not with FinCRM. Allot tasks to anyone from anywhere and keep a record of task progress from remote locations. This all is just for your convenience so that you can get all your tasks completed before the deadline.

Keep an Eye on Daily Work of the Entire Team

To keep track of everyone’s performance, you need to keep track of their daily tasks. No need to spend much time on preparing spreadsheets and use FinCRM to let your employees do this on your behalf. Every employee can submit their daily tasks with the worksheet and show you their work. Office manager in our CRM software saves a lot of your time and effort to let you focus on productivity.

Employees worksheet management | FinCRM
3rd party lead management | FinCRM

Automatic Lead Capturing to Lessen Menial Work

Like we earlier said that the business of financial consultancy is people-driven, so it is clear that they need a large customer pool to stay alive in the competition. To reach out to numerous people in lesser time, FinCRM provides you leads by capturing them automatically from various 3rd party channels. Intelligibly integrate our CRM software with the desired online channels and see it creating a large pool of leads for you.

Customer retention with FinCRM

Keep Your Existing Customers Retained 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 consultancy is a great client relationship, which can be helped by FinCRM. Facilitate your prospects and customers with tailor-made experience by storing customer data in our CRM software and gain customer loyalty. This is the safest place you can ever come across to manage data, handle customer problems, and upsell current clients.

SMS Marketing | FinCRM

Advance Marketing with SMS Services

You pursue various marketing strategies to attract people toward the services of your financial consultancy. Sending marketing SMS to them is one of them. FinCRM allows you to manage your SMS marketing campaigns easily. Short listing customers every time you redirect promotional SMS is tiresome, but not with our CRM software. Create different lists of prospects and send relevant messages to them. Also, monitor the performance of every marketing campaign through our CRM software to stay ahead in the race.

Create future revenue report | FinCRM

Forecast Future Business with In-depth Reports

A financial consultancy firm should always have an idea about where its business is going and what factors can bring more business in the future. Get comprehensive graphical reports within FinCRM and streamline your teams’ performances. Check the performance of your marketing campaigns and lead conversion rates between any intervals through CRM software. Set goals for your financial consultancy and measure performance metrics to generate more revenue in the future.

Prepare product estimation in CRM | FinCRM

Advance Yourself with Digitized Estimates

Technology is growing and also pushing our traditional payment & record-keeping methods toward advancement. When capturing lead in our CRM, storing and maintaining client data, conversations, reminders in our CRM, why use any other software for sending an estimate or invoice to a prospect or client? Prepare GST-compliant estimates and invoices directly through FinCRM and stay in line with the government norms. Not just generating invoices, our CRM comes with ageing analysis of your receivables and maintaining a record of your receipts, so you receive all your payments on time.

Set reminder for meetings | FinCRM

Don’t Worry About Missing Any Meeting

Amidst a more on-the-go schedule, you may sometimes forget about meetings. But at the same time, you have to maintain professionalism by attending all the meetings on time and that can be done using FinCRM. The calendar feature in our CRM software lets you set the meeting reminder beforehand. A reminder pops up on time and pokes you to get ready for your meeting. Just a few clicks and you are up to date for all your meetings & appointments.

Work from remote location | FinCRM

Allocate and Handle Tasks from Anywhere

Managers in financial consultancy bear a lot because they have different tasks to allot to different employees. Allotting tasks, then keeping an eye on their progress can become even tougher but not with FinCRM. Allot tasks to anyone from anywhere and keep a record of task progress from remote locations. This all is just for your convenience so that you can get all your tasks completed before the deadline.

Employees worksheet management | FinCRM

Keep an Eye on Daily Work of the Entire Team

To keep track of everyone’s performance, you need to keep track of their daily tasks. No need to spend much time on preparing spreadsheets and use FinCRM to let your employees do this on your behalf. Every employee can submit their daily tasks with the worksheet and show you their work. Office manager in our CRM software saves a lot of your time and effort to let you focus on productivity.