Get fast access to important client information. Know your needs and requirement, and surprise them with your whirlwind-quick solutions. Create tremendous experiences for your valuable clients, and grow your business faster with the top-rated VS CRM solution for financial services.
Some of the main features of VS financial services CRM are explained below:
- Better financial account management
- Create a customized dashboard and track the entire activity that is going on.
- Your financial advisor manages the uninterrupted support to the clients
- VS CRM for financial services are flexible enough to add 3rd party integrations
- It will become a centralized store where you get your entire data at a place.
- Supervise the branch-wise sales presentation.
- Attach documents in various formats.
- Real-time reports to analyze the potential business.
- Send SMS notifications to leads.
- analyze, Track, &calendar meetings to fast-track conversions
