BUILD PERSONAL EXPERIENCES
THAT PUT THE CUSTOMER IN THE CENTER
Integrated sales, service, and marketing CRM trusted by top world’s financial companies.
Safeguard your customers’ personal and sensitive information that is exchanged online from being at risk of fraud and identity theft.
Unlimited capability for data to be accessed through desktop computers, laptops and mobile devices. Limitless data access capability through desktop, laptop and mobile devices.
Sync data across multiple platforms, marketing channels and users.
At a time when financial customers have more channels than ever to engage through, it is crucial to deliver experiences that feel innovative, extraordinary and personal. That’s why some of the industry’s most influential companies rely on the Tradesmarter CRM to merge their customer’s information and experiences, across every medium and deliver exceptional analytics and insight.
Our CRM uses the dynamism of social, mobile and cloud to take productivity to unprecedented levels. Financial agents can deliver seamless, proactive, personal services that build stronger connections with clients and heirs alike. So when wealth ultimately changes hands, relationships do too.
A technologically advanced internal system to generate financial statements – enabling you to do real-time financial analysis, intelligent planning and expedient analytics. Get a complete picture of your organization’s revenue. Automate complex recognition calculations, eliminate passé spreadsheets and adhere to ever-evolving revenue recognition standards.