CRM for Financial Services


Finding the Right Financial CRM Software

Financial services professionals make crucial decisions pertaining to legal tender and other fixed assets every day. It is extremely important to maximize the visibility of all client information and interaction. All points of contact should be tracked and managed with an effective Customer Relationship Management (CRM) software solution. eZnet CRM as your financial CRM software is the sensible choice as it effectively and efficiently manages customers, opportunities and pipelines. Regardless of the organization size, eZnet CRM is a cloud-based solution that ensures resource elasticity and accessibility.
What do we mean by ‘cloud-based’? Imagine that your daily activities are made easier to navigate and control since everything client related is connected in one place. Now envision never losing data and being able to see the influx of or updates to that data by anyone you allow access. Allocate complete or limited access according to your own business model!
Utilizing a cloud-based financial CRM solution ensures that your organization stays connected to your established clientele and potential ventures. With the mobile app and unlimited cloud storage capability, imperative data is readily accessible from anywhere! The Generated Reports feature allows internal stakeholders to execute calculated forecasts of profitable ventures. In addition, other great Financial CRM features include:

  • Streamlining internal and external communication processes.
  • Consistent communication with critical clients.
  • Navigate the entire CRM software via your business’ personalized dashboard.
  • Monitor sales processes with a customizable system created solely for your organization’s needs.
  • Real-time ticket module features address & resolve issues in a flash.

eZnet CRM will also reiterate the importance of accurate analytical reporting to the daily operation of your financial business model. The software solution incorporates highly intelligent analytical tools that determine the viability of leads and the creation of opportunities. This unique financial services CRM provides many tools valuable to your success and can easily be formatted to change with your dynamic organization.
The financial industry contains sectors and specializations and eZnet CRM is up to the challenge in providing the metrics any Financial Advisor must rely on. Even if you conduct business internationally, over 162 types of currency, including Special Drawing Rights, make your business a top contender. eZnet CRM’s features are compatible with these financial sectors:

  • Wealth Management Firms.
  • Investment Consulting.
  • Foreign Exchange Agencies.
  • Venture Capital Firms.
  • Hedge Funds & Private Equity Funds.

Whether you are looking to revitalize your sales pipeline or build a strong organizational structure, eZnet CRM is the perfect tool. Learn more about eZnet CRM and take advantage of our free 30-day trial.