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
Build It In this stage we develop the core of your online platform: A professional website for your mortgage broking business A professional profile on relevant social networks Core outlets for spreading engaging content Optional customised CRM to suit your business Optional email help desk to boost customer satisfaction Boost It In this stage we …
What I’ve learnt today about creating change in people’s processes: Be understanding. Seriously, be empathic and accept that people are so filled with information that they need to turn the huge ship of their habits and processes around to start seeing things the way you see them. Nurture people into new habits. Working with a …
This week I created an editorial schedule for a client in Podio. The main benefits to their business was: A place to store ideas, drafts and pre-approved and finished work in one Podio app A way to track the progress of a piece of content in Podio and have multiple people work on the one …
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
Services for Mortgage Brokers
Build It In this stage we develop the core of your online platform: A professional website for your mortgage broking business A professional profile on relevant social networks Core outlets for spreading engaging content Optional customised CRM to suit your business Optional email help desk to boost customer satisfaction Boost It In this stage we …
Handling change
What I’ve learnt today about creating change in people’s processes: Be understanding. Seriously, be empathic and accept that people are so filled with information that they need to turn the huge ship of their habits and processes around to start seeing things the way you see them. Nurture people into new habits. Working with a …
Creating an editorial calendar in Podio
This week I created an editorial schedule for a client in Podio. The main benefits to their business was: A place to store ideas, drafts and pre-approved and finished work in one Podio app A way to track the progress of a piece of content in Podio and have multiple people work on the one …