24/7 Access
How a financial group gained anytime, anywhere access to critical client information.
"When it comes to financial services CRM, SmartOffice does it better than anyone else out there."
Hawley M.
Financial advisor, SmartOffice customer for 15+ years
Hawley M., a financial advisor, needed to provide his nationwide team of advisors with continuous access to detailed client information, regardless of their location. His firm required robust support for complex financial services functions like new business processing, householding, and comprehensive investment and policy tracking.
The challenges were straightforward but crucial: ensuring advisors could access complete client information from anywhere at any time and supporting the specialized financial service functions necessary for comprehensive client management.
SmartOffice CRM transformed the firm by providing advisors nationwide with 24/7 access to their vital client information. Its Microsoft Word and Outlook integration streamlined business processes, while scanned document storage allowed all client documents to be linked to contact records online—giving the firm complete visibility anytime, anywhere.
Key features:
- 24/7 remote access to client information
- Microsoft Office integration (Word and Outlook)
- Scanned document storage and client record linking