Mark Ervin
Below mentioned is the list of 5 CRM for financial advisors that help them to easily access client data:
Salesforce Financial services is considered the best CRM for financial advisors. This customer-centric platform can be easily configured with the existing system, enabling the stakeholders to make informed business decisions by providing limitless opportunities. Damco holds deep experience in assisting businesses with the risk-free implementation of Salesforce.
One of the leading banking CRM software, Sugar CRM for financial services supports businesses of all sizes by centralizing and streamlining their client lifecycle. Having a simplified user-access based workflows, offers innumerable opportunities to cross-sell and up-sell financial services and products.
Satuit is one of the stellar Asset Management CRM software serving finance functions including hedge, equity, and private funds. Offering complete visibility into the client’s activities and interactions, it can be customized to cater to the needs of different financial services firms.
Vtiger is an open source CRM solution that can also be modified as a wealth management CRM. It comes with on-premise and cloud-based integration options and is highly flexible. It empowers the financial firms to differentiate service offerings through personalized engagement and easily cater to client expectations.
Microsoft Dynamics 365 financial services platform can efficiently modify different financial operations. Known as Dynamics 365 for finance and operations, it provides digital capabilities for improved governance, thus allowing the stakeholders to monitor advisor performance or client portfolios in real-time.
