Smarter client management, tailored for banking success.
SmartOffice for bank financial advisors.
- Consolidated banking, investment, and insurance data
- Compliance-ready workflows with audit trails
- Cross-sell tracking and referral management
A smarter way to manage client relationships.
As a bank-based insurance agency, you juggle high client expectations, referral tracking needs, and strict compliance standards—all within fast-moving, regulated environments. SmartOffice helps you streamline operations, reduce administrative drag, and grow client relationships with confidence.
Our platform integrates investment and insurance data in one place, making it easier to identify needs, act on opportunities, and stay aligned with banking policies. SmartOffice connects to internal systems and supports your workflow, so information moves seamlessly between bank teams, clients, and carriers.
With built-in tracking and automation, you can document client activity, streamline compliance tasks, and spend more time delivering personalized guidance—all while staying within your bank's regulatory framework.
Your banking success toolkit.
Build complete profiles with investment and insurance data to uncover client needs and support compliant cross-selling.
Banking integrations.
Our most popular extensions for financial institutions.
Grow your practice with confidence.
SmartOffice empowers bank-based advisors to deliver exceptional service, capture cross-selling opportunities, and confidently maintain compliance standards. Spend more time connecting with clients and driving revenue—let us simplify your workflow.