We provide you incredible data of your customers and prospects from policy systems, core banking systems, customer management systems, the things that they share publicly, the data that is necessary for them, things around their lives, life events they’ve gone through their digital footprints and so on. All this data helps you get a nice clear insight into their priorities and thus will help you communicate with them at a very personal level. This will surely make them feel they’re the only customer you have or at least give them an impression of how valuable they are to you.

Yeah, the data might even seem overwhelming at times, but we will provide our expertise to help you sort out all this data and give it to you in an arranged format so you can access it without any hassle! This is very important when your advisor will be communicating with a client over a phone call as he can have a look at the precise data and impress your client with loads of golden information about him/her.

Using the services of Financial Cloud you can access all the info in real-time on your dashboard. Cyntexa provides you with a forensic level of insights so that you know what your next best step should be. This is not only about managing a book of business but also about deepening your relationship with clients.

Through the reports, we will segment your clients based on their interests. This will benefit you as we can set amazing events for you wherein, you can get more similar clients coming in and also an amazing ROI. We will set up events for you and also help you send personalized emails to your clients.

Here are where we’ll show you all your engagements within your firm and with your clients. Here you can find all the opportunities to proactively reach out to your clients, you’ll know when to reach out, for what purpose and some crucial information like the list of clients you haven’t contacted in the last 60 days, clients nearing retirement, birthdays of your clients and a lot more.

As there are lots of clients one will need to plan and reach out to clients, so that the conversation can be seamless and as if you exactly know everything about the particular client’s needs. We will help you slice and dice your book of business, depending on what you wish to see at the moment using the powerful filter capabilities.

Engage with Clients from Anywhere! Cyntexa understands the need of having a mobile-friendly dashboard and similar kind of power right in your hands! And so, we will implement the whole power of Salesforce Financial Services Cloud into a mobile-ready application. This will help you with all the information you require right on your mobile device. Also, the information keeps updating in realtime across all the channels so that you don’t miss anything at all. With all of this, you can directly engage with your client queries from your mobile itself.

This tool is not just for advisors, it is for managers as well! You can look at your mobile device, look at your dashboards, and right there you’ll have all the key performance indicators that you will need to manage your business, opportunities, pipeline reports, and even advisor productivity will be made available by us in the palm of your hand.