Financial Advisor CRM

Looking for CRM Software for Financial Advisors? Our CRM for Financial Advisors enables practice growth through tracking clients and their financial health by capturing AUMs, other investments, policies, planning goals and more. With the integrated marketing automation you can send notices for new investment products or upcoming seminars.

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Financial Advisor CRM

CRM FOR FINANCIAL ADVISORS – A CUSTOMIZED ACT! V22 DATABASE*

*Act! v22 Growth Suite Subscriptions are Bundled (see below Price Chart) with the Financial Professional Database

Act! Growth Suite is an all-in-one CRM and Marketing Automation platform that provides financial professionals with what you and your team need to run and grow your advisory business.

GROW YOUR FINANCIAL ADVISORY PRACTICE WITH ACT!

CRM FOR FINANCIAL ADVISORS

CRM for Financial Advisors is designed for financial professionals. Our Financial Advisor Database for Act! is a customized Act! v22 Growth Suite database for the financial advisement, financial planning industry. It helps you take control of your financial practice and effectively manage your client relationships, their accounts under management and financial planning details.

WHY YOU SHOULD BUY CRM for Financial Advisors helps you grow your practice by attracting new clients and getting more from existing relationships. And our simple, easy to use financial advisor database is a great way to build and manage your client base, without having to pay a high cost or higher monthly fees for unused features. This vertical solution is a great start and a right fit for industry information and processes tailored for your needs. Additional customization can be made using Act! and without the need or expense of a programmer.

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WHAT YOU WILL GET Act! is more powerful and effective than e-mail and spreadsheet solutions, but easier to use, quicker to get up and running, and less costly and complex than other Customer Relationship Management (CRM) solutions. Your purchase includes a 1 year subscription to Act! Growth Suite and the customized database for Financial Professionals.

ACT! FOR FINANCIAL ADVISORS PRODUCT FEATURES

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FINANCIAL ADVISORS CLIENTS AND CONTACTS
Keep important contact details on your clients, including status information and key watch list items.

You will also have the standard Act! CRM Features of Notes, Histories, Activities and Calendaring, Documents, Secondary Contacts, Contact Relationships and More!

SPOUSE AND FAMILY INFORMATION
Track the Contact’s spouse and family information including Birthdays, ages are automatically calculated and SSNs.

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FINANCIAL ADVISORS CLIENT AUMS (ACCOUNTS/ASSETS UNDER MANAGEMENT)
Keep track of your clients’ House Accounts and Assets Under Management.

OTHER ACCOUNTS (ACCOUNTS/ASSETS NOT UNDER MANAGEMENT)
Track Other Accounts, Investments and Assets Not Under Management.

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FINANCIAL ADVISORS CLIENT POLICY TRACKING
Track Life, Disability, Long Term Care, Annuity or any other policy types and information.

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INVESTMENT, RETIREMENT AND ESTATE PLANNING
Plan your Client’s next Investment, their Retirement and their Estate.

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CLIENT EMPLOYMENT AND INCOME TRACKING
Track the current employer and income, spouse employer and income, and general assets and liabilities amounts to calculate networth.

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MANAGE YOUR SALES PIPELINE AND INVESTMENT OPPORTUNITIES
Use the Opportunities in Act! to bring other assets in-house or additional investments and manage your pipeline.

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ORGANIZE YOUR CONTACTS AND TRACK SEMINAR PARTICIPATION
Use the Groups in Act! to track Seminars including participation, details and results.

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Rich Contact Management

Keep rich contact details, emails, documents, notes, history, activities, social media updates, and more in one, easy to find place – the Act! contact record.

Groups and Companies

Organize similar contacts into groups and companies to deliver targeted communications.

Calendar and Activity Tracking

Track and prioritize meetings and activities associated with your contacts to stay productive. Benefit from alerts that keep you on top of your customer commitments.

Sales Process

Manage opportunities using an out-of-the-box process or one you customize to meet your internal sales process. You can create multiple custom processes for different types of products or services, even for different departments or divisions. Complete activities in each stage of the sales process to keep deals moving.

Opportunities Tracking

Track probability of close, products, lead source, status, and more for every opportunity for total visibility and control of your sales pipeline.commitments.

Reports

Stay in the know with 50+ preconfigured reports or create custom reports with the report designer. Export reports to Microsoft Excel, HTML, PDF, or email.

Financial Advisor Email Marketing Templates

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Comprehensive Marketing Campaign Management
Optimize your customer lifecycle from initial engagement to retention and loyalty with automated outreach in each step. Let Act! Marketing Automation do the work for you with response-driven nurture marketing campaigns – all sent to targeted lists in Act! automatically. Campaigns are triggered based on criteria you define, leading recipients down a highly personalized path.

Setup simple ad-hoc email blasts or drip marketing campaigns for one-off or single path communications as needed. Share campaigns on your social sites to extend your reach or embed social links in your campaigns to drive traffic to your social networks.

Key Features: Email Marketing, Drip Marketing, Response-driven Nurture Marketing, Social Sharing

Visual Workflow Designer & Interactive Template Editor
Create beautiful, mobile-friendly email campaigns with the interactive template editor where you can customize colors and fonts, and add free, high-quality stock photos from a library of over 500,000 options. Start with one of 25 sample templates or import and edit your existing HTML templates with the WYSIWYG editor.

Setup custom nurture streams with the visual campaign workflow designer, providing a graphical representation of your communication flow. Preview email campaigns before sending with both mobile and desktop views to ensure your images and content render perfectly.

Key Features: Interactive Template Editor, WYIWYG Editor, Visual Workflow Designer, Mobile & Desktop Preview

Effective Lead Capture, Scoring & Nurturing
Grow your audience with effective lead capture forms and surveys that feed contacts and responses into Act! automatically. Advanced forms and surveys allow further actions in Act!. Notify Act! users and create Act! activities and opportunities automatically as recipients respond.

Identify your most interested prospects with lead scoring based on campaign engagement, survey/web form responses, and website interactions. Prioritized leads are pushed into Act! groups automatically for easy sales follow-up.

Key Features: Lead Forms, Surveys, Lead Scoring, Multi-stage Lead Profiling

Time-Saving CRM Workflow with Prioritized Sales Follow-up
Automate workflow between sales and marketing to maximize engagement at every phase of the customer journey. Watch as Act! Marketing Automation turns real-time response metrics into sales actions – alerting you of new prospects, prioritizing follow-ups, and delivering a composite view of customer engagement in a single solution. Notify Act! users via email and create Act! activities and opportunities automatically based on campaign and website interactions or completed lead forms and surveys.

Key Features: CRM Workflow, Prioritized Sales Follow-up

Real-Time Response Metrics & Actionable Customer Insights
Understand what’s working and how you can improve your marketing strategy over time with real-time metrics covering opens, clicks, and comparative stats per campaign. Individual campaign results automatically push to Act! contact records for a detailed interaction history. Perform A/B tests to pinpoint your most impactful subject lines and content to continually improve the effectiveness of your campaigns.

Identify prospects on your website in real-time to engage with them when they are most interested, because web visits feed into lead scoring profiles and create activities for sales follow-up in Act! automatically.

Key Features: Real-time Campaign Metrics, A/B Testing, Website Activity Tracking & Analytics

Deliverability & Best Practices

Rest-assured your campaigns will reach inboxes, because Act! Marketing Automation is backed by an expert delivery team to help you manage your sender reputation and achieve outstanding delivery rates. Plus, you’ll have access to numerous helpful tools for GDPR compliance, spam analysis, managing opt-outs, and so much more.

Get started with ease, because you get concierge service from onboarding experts who help you get set up, logged in, and started right away. Fast-track your success with expert guidance around sender reputation, inbox delivery rates, and other essential deliverability topics.

Dynamic Sales Pipeline Management

Manage your pipeline more effectively and intelligently with new sales pipeline management tools that help you close deals faster and more often. Project revenue, adjust your strategy, and quickly focus your efforts with the new Pipeline view featuring in-context KPIs, an interactive sales funnel, an actionable sales pipeline with drag-and-drop, and advanced filtering.

Insight Dashboards

See dynamic, visual snapshots of real-time metrics covering sales productivity and performance, sales pipeline health, top performing products, win/loss analysis, and more with interactive, graphical dashboards – a valuable active subscriber benefit!

Act! Companion

Stay connected to key Act! details from wherever you are with Act! Companion, a native mobile CRM app designed for iPhone, iPad, and Android. Best part, Act! Companion is included in your Act! Growth Suite subscription at no extra charge!

Act! Connect

Connect with hundreds of popular apps that extend the power and reach of Act! Growth Suite – a valuable subscriber benefit! Get started with a few simple steps, then watch as Act! Connect automatically moves info between Act! CRM and the apps of your choice. Let Act! Connect do the heavy lifting, while you enjoy the benefits of enriched customer data.