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  mobile CRM for Financial Advisor

Where other text solutions end, CORETALK begins…..
There is a certain code of conduct to which Financial Advisors are committed. Professionalism, ethics and high service standards are all part and parcel of the expectations of the industry. Moving from one meeting to the next could mean client communication becomes inadvertently side-lined – and nothing is more unprofessional than neglected correspondence.
With Coretalk Mobile CRM you can solve delays, keep service standards up and remain ahead of the competition by never being further than a text away.

Our mission is to help you achieve this with:
Mobile CRM for Financial Advisors.
a Professional tweak to your business systems.

Why you need Coretalk Mobile CRM Solution for Financial Advisors

  • Direct communication – Contact clients directly and unobtrusively, no matter where they are. Send updates on portfolios and investments. Save time by disseminating relevant data rapidly.
  • Two-way System – The two-way benefits of the Coretalk system, means clients may communicate with you using your dedicated GSM number – receiving support as and when they need it.
  • Database Integration – Coretalk software integrates seamlessly with your existing desktop applications, ensuring maximum system efficiency.
  • Schedule and Manage Appointments – Make, amend and reconfirm appointments directly from the scheduler feature.
  • Marketing – Using taglines from your website or media ads, respondent details can be captured and added to the database – and replied to automatically. All leads are saved for further use, ensuring you increase your database of clients.
  • Build Good Relationships – Good communication keeps clients happy and builds long-lasting relationships. Use the bulk SMS facility to stay in regular contact, increasing customer satisfaction.
  • Database Management – Records are kept updated on your Coretalk Desktop Software. Client details are displayed on each inbound sms, so you always know the client history when dealing with correspondence.
  • Handle Large Quantities of Information – The Coretalk system allows you to sort quickly through correspondence, compartmentalise and judge the order of importance before responding.
  • Support – Easy to use with great technical back-up and personalized online training.
  • Cost Effective – Pay a monthly fee for the software and using your dedicated GSM number you are able to make use of one of the cheapest methods of communication around: SMS.

Click here to find out more on coretalk CRM features & benefits.