Advisor-focused CRM with built-in data aggregation capabilities to improve business efficiency
Equisoft/connect is a complete customer relationship management package specially targeted to financial advisors and insurance agents. It has all features expected from a CRM (managing contacts, calendars, secure emails, etc) but also is connected to dozens of data feeds that will retrieve account positions and insurance policy information so that the advisor has a complete view of client portfolios.
Outlook and Google integration
- Seamless integration with advisor mail and calendar application so that the user can continue to use his standard communication tools
Forms database with a dynamic field merge
- Saves the hassle of having to find forms for each carrier on dozens of different websites and rekey all demographic data in them
Call recording System
- Helps the advisor be compliant by recording his advice to be replayed in case of an audit
- Increases the visibility that the agent has into the client's financial situation by automatically importing portfolio and insurance data from various data sources
All Your Customer Data, Automatically Integrated
- Our CRM solution seamlessly integrates data. You don’t need to manually enter your book of business.
- Customer data loads automatically in the platform via our vast network of data gateways giving your advisors a full financial picture of their clients
Optimize Your Advisor’s Efficiency With Features Designed to Maximize Sales
- Workflows That Enable Advisor Performance
- Automatic renewal & upsell opportunity alerts are just one feature that enhances performance.
- Reports for Executives to Maximize Productivity
- Regular reports on advisor activity are designed to help you optimize for efficiency & sales.
- Compliance Made Easy
- Logs, reports, confidentiality settings and more make compliance easier for advisors.
Get Onboard Fast, with Enterprise-Level Features for A Fraction of the Cost
- Enterprise-Grade Support for a Full CRM Experience
- Personalized training, helpdesk support, and automated data integration, all ready to go.
- Enterprise-Grade Customization for Your Brand
- Colors, logos, disclaimers, single-sign-on with other IPC advisor tools, it’s all doable.
- Enterprise-Grade Security for Peace of Mind
- From login to the application and its connections, everything is secure.