The SmartOffice CRM financial advisors software is what you need to depend on as a financial advisor on making your clients better off so that they can place a high value on your services once you understand their finances and needs better than they do. You will the advantage to gain that understanding with an intelligent technology solution that helps you analyze, service and communicate with your clients in the most efficient way possible.
SmartOffice is the customer relationship management (CRM) solution from Ebix designed to help financial services professionals tackle those critical tasks. Ebrix is the leading international supplier of On-Demand software and E-commerce services to the insurance industry, Ebix, Inc., (NASDAQ: EBIX) provides end to end solutions ranging from infrastructure exchanges, carrier systems, agency systems and BPO services to custom software development for all entities involved in the insurance industry.
SmartOffice CRM Financial Advisors Software Features
Sales Lead and Opportunity Tracking: Create multi-stage opportunity processes to help you systematically show, contact and follow-up with prospects. Link opportunities with marketing campaigns to gauge the effectiveness of your marketing efforts.
Calendar Management: Drive your day with SmartOffice’s extensive task and appointment management features. Record activity outcomes, create follow-ups and receive text or e-mail reminders.
Policy and Investment Tracking: Track your client’s bank accounts, investment accounts, and insurance policies to develop a complete financial picture at both the personal and household levels.
Contact Management: Store comprehensive contact information, demographic data, and notes about your clients. Keep track of their financial goals, personal and professional milestones and more.
Data Import: Import data from the system you use to track your clients with the help of our Data Import Wizard. In today’s business environment, the technology you choose can mean the difference between leading the field and trailing the pack. Let SmartOffice propel your business to the next level.
Reporting: Use Dynamic Reports™ to mine your client data for marketing and upsell opportunities. Generate clear, attractive reports for your clients to help them understand their finances.
SmartOffice CRM financial advisors software delivers a time-tested CRM solution, plus a proven commitment to the business and the needs of your customers, making it easier for you to stay on the top of mind with every one of your clients. Visit the financial advisors CRM software website to learn more about the power behind your practice to turn your client’s data into the engine that drives your business.