This software is specifically geared toward financial advisors. In addition, the software can automate some common practices, monitor performance/productivity and analyze data in order to provide reports that can help you predict trends or refine your practices.įinancial CRM software is an industry-specific type of CRM geared, as the name suggests, toward the financial services industry. On the most basic level, CRM software consolidates all customer information into one database, allowing users across the company to organize, manage and access that information without working cross-purposes. Here are the aspects of financial CRM that we'll discuss: This buyer's guide will explain what makes financial CRM software unique, explore some common features of many systems and discuss the specific questions your business should consider before purchasing. That's why CRM systems specifically geared toward financial services are so crucial for today's financial advisors. In an industry that relies on personal relationships between advisors and their clients, CRM software can help businesses grow their client base while still personalizing their interactions with these clients and maintaining positive relationships. Advisors need to have quick, ready access to all the information about their clients, including previous interactions, so that they can provide the most comprehensive, actionable advice possible. In the realm of financial advising and other financial services, CRM is even more important. It helps businesses that need to improve sales and/or be better organized in how they engage with prospects, leads and current customers."
It can also take that info and provide actionable next steps for what do with those leads. As we've defined it elsewhere, CRM is: “A system that stores and organizes the info a business has about its leads and customers.
send SMS to clients who’ve been inactive for over 6 months), and Bitrix24 will take care of the rest.īitrix24 commercial plans have additional advantages, such as full workflow automation, client segmentation, records management and advanced reporting.Customer relationship management (CRM) is a crucial aspect of modern business. Your clients can receive important updates or special offers via SMS, email or robocalls.
The third critical component of our CRM is automation, planning and marketing capabilities. Yes, all of those channels are already integrated with our CRM via Bitrix24 contact center. The second important advantage of our financial CRM software is the fact that it allows you to communicate with clients via email, telephony, live chat or mobile messengers.
It comes with open source code access and thus is fully customizable. If you want to purchase on-premise Bitrix24 editions, you can store all records on a server in your own office. Should you choose free or paid cloud service, you can store your data in Amazon Web Services data centers in the US, Germany, India, or Brazil. Bitrix24 is available both in cloud and on-premise, meaning you have a full control of your client data and decision how the data is stored.
What makes Bitrix24 so special?įirst, security. It’s a leading free CRM solution used by over 10 million businesses worldwide, with many clients in finance, insurance and wealth management industries. Are you looking for absolutely the top CRM software for financial advisors? Take Bitrix24 for a spin.