About Financial Advisors
Consistently deliver exceptional service with an easy-to-use solution designed to make your business run seamlessly. Organise your business, drive productivity, simplify compliance, and be prepared for future growth. Empower your teams to work anytime, anywhere.
Functions
Client Information at your Fingertips
Maximise the value of your book of business. Keep all your client information in one central location. Gain an insight into your client’s interest and investment preferences to offer the services and best products tailored to the individual needs.
Streamline Practices
Eliminate time consuming administration, create greater productivity, and focus on meaningful client engagements. Automate processes and workflows for client onboarding, trade recommendations and client acquisition. Ensure consistency with customer interaction and adhere to regulatory compliance requirements.
Monitor Metrics & Track Progress
Built in customised dashboards and reports to identify performance metrics crucial to your organisation in real time. Be able to identify specific clients or groups that meet a specific, predetermined set of criteria.
Anytime, Anywhere
Access all the relevant information regarding clients and projects anytime, anywhere, 24/7. While at home, in the office or onsite, important information can be accessed quickly. Enhance productivity and business decision-making with accurate, real time data.
Stay in Compliance
Keep complete records of every client call with automatic call logging. Automate audit trail creation with a filterable history of changes to address book fields, notes and documents.
Improve productivity
Empower every member of your team, drive productivity and organisation, and manage regular review plans and annual policy renewals.
THERE’S SO MUCH MORE TO LEARN!
- FREE CONSULTATION
- FREE DEMONSTRATION
- FREE TRIAL
What Our Clients Say
“Acclivity CRM and the Maximizer tool have become an important part of the Women’s Mini Marathon operations. All our data is now fully integrated and live in this CRM, which means our teams have immediate access to all our event and participant information both in our office and remotely. This results in a more transparent, professional and structured approach to event operations and communicating with our participants and stakeholders. We are benefiting from the solution across our entire business.”
David O’ Leary | General Manager
DSD Events
“Acclivity CRM quickly identified our need for a fully integrated solution which would enable us to manage and monitor our residential development sites and oversee the construction process more efficiently. We have been very impressed with team’s ability to customise the solution to our evolving needs. From the initial contact through to the smooth onboarding process, the level of expertise, proactive engagement, and competitive costing we experienced with the Acclivity CRM team totally exceeded our expectations.”
Enda Higgins | Marketing & Communications Manager
D|RES Properties
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