Close deals faster with Pipeline’s financial CRM software built for personalization. Segment your client databasebased on specific needs, and generate targeted proposals that directly address their financial goals. Explore more of Pipeline’s financial advice CRM, an automated CRM software designed to streamline workflows for financial advisors, retirement planning specialists, tax advisors, and business loan companies.
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Financial Services CRM
Get up and running fast, within 48 hours. Pipeline CRM software for financial services is easy to use and install.
And it’s affordable — licenses cost only $1.10 per person per day.
Stay on top of client requests and deal progress effortlessly. Pipeline’s financial services CRM solutions centralizes your client financial data, investment goals, and risk tolerances. Get a bird’s eye view of all your accounts and projects with multiple sales pipelines for increased efficiency.
Not all leads have the same potential. Pipeline’s financial CRM software helps you score leads based on wealth indicators, credit history, investment goals, and more to reflect each prospect’s potential value. This results in a client base built on quality, not just quantity, leading to a more profitable and sustainable financial services practice.
Keeping clients engaged over years of investment requires consistent communication and personalized attention. However, managing regular financial reports, check-up emails, and reminders can be time-consuming. Pipeline’s financial advice CRM automates these tasks with our AI email writing assistant and automated email sequences, freeing up time for strategic planning.
Craig Wishner,
Wire Stone Digital Marketing
“Pipeline CRM gives me what I need to be successful in my journey when starting out my day… it really just gets things at my fingertips and makes my life a lot easier.”
Pipeline’s CRM for the financial services industry tracks all customer interations, from lead capture to initial purchases, providing a 360-degree view of your client’s financial journey. You can easily analyze customer interaction data to spot patterns and trends that indicate potential for additional products or services. Thereby, making cross-selling and upselling a breeze.
Leverage Pipeline’s financial advice CRM to easily pull demographic data and tailor investment recommendations for each client. For example, as a financial advisor, you can target young retirement savers and pension plans (TPA) participants with long-term savings solutions, while recommending higher-risk investments for high earners. Track progress and identify clients needing increased contributions or catch-up options, ensuring everyone reaches their financial goals.
Financial services often involve complex processes, but your sales pipeline doesn’t have to. Pipeline’s financial services CRM effortlessly automates data entry, applications, onboarding, and progress tracking. Boost your productivity further by setting automated tasks like sales reminders, tax filing nudges, and outreach campaigns (emails, newsletters, etc.).
Explore all of our powerful financial services CRM features.
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Having financial CRM software streamlines your entire client journey, from initial lead capture to ongoing financial services. Here’s how:
Automated tasks and document management: free up time by automating repetitive tasks and managing all client documents centrally within the CRM.
Pipeline CRM is one of the best CRMs for financial services, especially for loan managers, financial and tax advisors, and retirement specialists. Here’s why:
Some of the best Pipeline CRM features for financial advice CRM include:
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