- Unique setup matching your business processes
- Unlimited support from Live CRM experts
- Secure Canadian Tier IV-certified data centers
- Lower total cost of ownership
- Money back guarantee
Gain new client insights and personalize conversations that pick up effortlessly where you last left off. Integrate seamlessly with business critical apps to give you a 360 degree view of each client.
Prepare for the future with an organized book of business. Implement processes and workflows that ensure a consistent experience for all clients. Simplify succession and boost the resale value of your book.
Simplify your processes without them missing a beat. Leverage dozens of pre-built financial workflows, including onboarding and KYC.
Prove compliance with automatic audit trails and complete records of every client communication.
All client contact and information is in one place and easily accesable. Action Plans can be setup for regular tasks. E-mail templates make regular client contact easy. I can add UDF's to keep track of, and sort any information I choose.
GREG H. Financial Advisor at Holliswealth Advisory Services Inc.