Advice Intelligence
Advice Intelligence
Book a demo
Book a demo

CRM

See a complete picture of your clients.

Through our clever CRM, you can securely store, access and manage all your client info – from emails and file notes, to documents, workflows and campaigns. Not only does this give you a 360-degree view of your clients, it allows you to gain insights into their needs & behaviours, and provides end-to-end financial advice more easily than ever.

My Dashboard.

With a.i.’s central dashboard, you have a workspace for your entire activity – enabling you to see what needs to be taken care of at a glance.

Client Overview.

With a.i.’s client dashboard, you can view all your client's essential info in a single screen – making it so much easier to stay on top of their progress.

Campaigns.

From generating leads, to creating and managing campaigns and nurture programs, you can do it all through a.i. Segment your client’s based on any field within the CRM and send content relevant to their specific needs.

Advice pipeline.

Keeping tabs on your client's couldn’t be easier. With a.i.’s advice pipeline, you can track them automatically at every stage of the advice lifecycle, from initial enquiry through to ongoing advice.

Workflows, notifications & tasks.

Our flexible, automated workflows and collaboration tools help you operate more efficiently. Whether you choose our built-in workflows, or customise your own, you’ll cut down on manual work. And with status reporting, you’ll have a transparent audit of all user and client activity across your advice lifecycle.

Service Packages.

Need help tracking client service packages? Simply set up and allocate service packages to your clients (pre-defined or tailor made). a.i. will automatically take care of the rest; FDS, Opt-Ins, advice and services. We can even link your revenue software via our API.

Other features.

Other foundation CRM features:

  • Advanced filters & lists
  • Bulk actions
  • Email & inbox
  • Calendar - practice & user
  • Book appointment widget
  • Behaviour profiler
  • Data import & export
  • Data feeds (coming soon)
  • API integrations (coming soon)