Relaso CRM for Financial Services

Relaso CRM allows financial professionals to store and manage all client-related information in a centralized location. This includes details about investment accounts, assets, liabilities, financial goals, risk tolerance, and more. This helps financial advisors monitor investment progress, make informed decisions, and provide clients with up-to-date insights into their investments. For example, you can use Relaso to create custom reports that track your clients’ financial performance over time. You can also use Relaso to send targeted emails and SMS messages to your clients with updates on their financial portfolios.

Managing client portfolios:

Relaso can help you track all your interactions with clients, including phone calls, emails, meetings, and notes. This information can be used to build relationships with clients, identify their needs, and track their progress through the sales funnel. For example, you can use Relaso to create a marketing campaign that captures important information about potential clients, such as their name, email address, phone number, and property needs. You can then use this information to send targeted emails and SMS messages to your leads and to track their progress through your sales funnel. This enables agents to have a comprehensive view of their client’s preferences, needs, and history, which in turn helps in providing personalized and effective service.

Managing client interactions:

Relaso can help you track all of your interactions with clients, including phone calls, emails, meetings, and notes using the Note feature. This information can be used to build relationships with clients, identify their needs, and track their progress through the sales funnel. For example, you can use Relaso to create a custom web form for your website that captures important information about potential clients, such as their name, email address, phone number, and financial goals. You can then use this information to send targeted emails and SMS messages to your leads and to track their progress through your sales funnel.

Managing financial data:

Relaso can help you store and manage all of your financial data, such as account statements, invoices, and tax documents. This information can be used to comply with financial regulations, generate reports, and make informed financial decisions.

Client Segmentation and Targeting:

Financial professionals can categorize clients based on various criteria, such as investment preferences, risk tolerance, life stages, and financial goals. This allows for tailored communication and service offerings. Using Relaso Business Rule, advisors can send targeted communications, such as investment updates, market insights, and financial planning recommendations, that resonate with specific client segments.

Reporting and Analytics:

Relaso CRM comes with many predefined reports that can generate performance reports which summarize the financial status of each client’s portfolio. These reports can include investment returns, asset allocation, and other relevant metrics. Advisors can use analytics tools to gain insights into client behavior, preferences, and investment patterns. This information helps in making informed decisions and providing better recommendations.