A CRM for a financial planning business in Australia needs to meet the unique needs of the financial services industry. Using the latest, secure, hosted solutions, we develop custom financial advice practice CRMs that allow you to:
Track sales leads
Manage financial planning clients
Create an intranet for employees to view Standard Operating Procedures (SOP), Frequently Asked Questions (FAQs), Employee Handbooks, Common Files and more
Ensure you’re capturing client information in an engaging way so you don’t lose customer leads. Make your online forms an integral part of your sales process. We offer the following lead generation forms (customised to suit your needs): Health insurance quote form Mailing list sign up form Online mortgage application form Vendor contact information form …
From the book, 24 Assets by Daniel Priestley Broadly speaking, people want to buy companies that have a good mixture of assets in seven categories: Intellectual property The business lays claim to, or is known for, valuable ideas, methods or defensible intellectual property rights. Brand assets The business is known, liked and trusted by a …
Working for a client as a Podio developer, we created a SOP App to house the procedures that staff commonly performed. The app needed to be quick to reference, quick to update and display the information in the Podio mobile app and desktop easily. The company SOP app included: Name of Procedure Outline of Procedure …
The unique needs of a financial planning CRM
A CRM for a financial planning business in Australia needs to meet the unique needs of the financial services industry. Using the latest, secure, hosted solutions, we develop custom financial advice practice CRMs that allow you to:
Through our onboarding and staff education programs, we ensure that your CRM is tailored to your unique financial planning business needs.
Related Posts
Lead Generation Form Template Options
Ensure you’re capturing client information in an engaging way so you don’t lose customer leads. Make your online forms an integral part of your sales process. We offer the following lead generation forms (customised to suit your needs): Health insurance quote form Mailing list sign up form Online mortgage application form Vendor contact information form …
Business Assets
From the book, 24 Assets by Daniel Priestley Broadly speaking, people want to buy companies that have a good mixture of assets in seven categories: Intellectual property The business lays claim to, or is known for, valuable ideas, methods or defensible intellectual property rights. Brand assets The business is known, liked and trusted by a …
Podio Designer: Standard Operating Procedures App
Working for a client as a Podio developer, we created a SOP App to house the procedures that staff commonly performed. The app needed to be quick to reference, quick to update and display the information in the Podio mobile app and desktop easily. The company SOP app included: Name of Procedure Outline of Procedure …