The duties of a finance consultant are unlimited. A specialist on such a position must not only have high level of professionalism but also inspire confidence, because clients entrust them with their money savings. Here you cannot do without visualizing the process, which can be achieved with reliable сrm systems for financial advisors. Such platforms are aimed at simplifying the work with clients.
Great functionality allows you not only to store templates and questionnaires of contracts but also to analyze them. The program will help you go through all stages of working with clients from the first contact to the final planning and approval. The CRM system not only displays the due date but also creates a schedule for the actual work.
How to choose the best СRM platform
The current development of systems for managing relationships with potential customers provides a lot of investment opportunities, thereby attracting more and more people to affordable professional financial planning. In turn, it affects the popularity of CRM solutions. Platforms continue to evolve along with modern technology. To select the suitable software, you should consider their main components and compare them with each other. Also, the search can be narrowed down if you define the unique functions of each CRM, because they can positively influence the work of financial advisors. Don’t forget about ease of use, customization, and convenience of integration.
When looking for the best system, try to analyze the general experience of independent professionals and small firms. It will narrow down your options considerably. It is the selection of the right technological solution that plays the key role in optimizing the return on investment rate. According to statistics, the conversion of leads increased by 300% after using the CRM system, and 75% of companies have improved their customer relationships after implementing the suitable software.
СRM software for financial specialists
There are a lot of different platforms available today that do an excellent job of meeting these goals. Among them, financial consultants highlight the following:
• Salesforce;
• Redtail Technology;
• Junxure;
• Tamarac;
• UGRU Financial.
All these platforms have certain advantages that contribute to the efficient work of specialists.
So, let’s consider the positive and negative characteristics of several of the listed systems. Salesforce has a wide range of functions you might need to build solid relationships with your customers. Its advantages include:
• extensive experience in the industry;
• full customization;
• integration with many data sources;
• analysis with artificial intelligence;
• fast access.
As for the drawbacks, it’s worth mentioning that the system requires a lot of manual data input before starting the main work. Not everyone is happy about it.
The largest market share among software vendors belongs to Redtail Technology. It has:
• user-friendly interface;
• wide integration opportunities with modern industry sources;
• tools to manage seminars;
• free training.
The main drawback of the program is the lack of a built-in phone, while the video conferencing feature can be added only for a fee.
All of the offered CRMs are unique and multifunctional. They are the key to the successful work of consultants in the financial sector. Such platforms expand your customer base and foster long-term and profitable relationships with clients.
