Partnerships with Broker-Dealers
Are you seeking an easy-to-use and hyper-efficient CRM service that can help you recruit and retain financial advisors and increase the productivity of your advisor workforce?Upswing CRM for Financial Advisors provides independent broker dealers and (soon) insurance companies with a new generation of online customer relationship management service that's simple to use, efficient to operate and relevant to the needs of financial service professionals. Pre-built with complimentary integrations of leading content publishers and investment application services, Upswing CRM is a unified solution for broker-dealers to consider when implementing hosted CRM solutions. For large broker-dealers and wirehouses, we will soon be announcing an "enterprise appliance" for on-premise CRM installations in large enterprises.
Benefit of Partnerships with Upswing CRM
- Attract and retain financial advisors effectively by offering them an award-winning and efficient CRM service built precisely for their needs.- With Upswing's simplicity and efficiency, allow advisors to spend more time with their core advisory work and not be bogged down with clunky, labor-intensive CRM.
- Upgrade and integrate frequently with Upswing's web services mash-ups to your enterprise data and that of Upswing partners.
- Get on the Web 2.0 curve with Upswing's social networking features such as collaborative workspaces for advisor teams and client portals.