Sticky Advisorstickypages
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Related Products
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About
Your CRM is an integral part of your business. Sticky Advisor makes it easy to see the whole picture with your clients. Our cloud-based software helps you maintain up-to-date records, track client communications, manage your calendar, create forms and surveys, organize client documents, set up automated messages, and much more. We stand behind our product so we want you to try Sticky Advisor for free. The first 30 days are on us, if you don't like it cancel your subscription. No hidden fees, no setup costs, no credit card required. Join the financial professionals from around the country, make your life easier, sign up for Sticky Advisor today! We stand behind our product so we want you to try Sticky Advisor for free. The first 30 days are on us, if you don't like it cancel your subscription. No hidden fees, no setup costs, no credit card required. Join the financial professionals from around the country, make your life easier, sign up for Sticky Advisor today!
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About
WebPrez is a client-driven sales enablement platform built specifically for insurance agents, annuity professionals, financial advisors, advisor teams, and financial organizations.
The platform helps financial professionals simplify complex conversations, educate prospects, and automate client engagement using guided discovery tools, educational video content, and personalized follow-up systems.
At the center of the platform is the Smart Money System™, a structured workflow that guides prospects through:
• Smart Money Discovery™ – uncover financial goals, concerns, and opportunities
• Smart Money Snapshot™ – generate a simplified overview of a client's financial situation
• Smart Money Blueprint™ – create a personalized action plan and recommendations
WebPrez combines client discovery, video communication, automation, and educational content into a single system that helps advisors build trust, improve appointment quality, and shorten sales cycles.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Financial CRM solution for financial institutions
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Audience
Insurance agents, annuity professionals, financial advisors, retirement planners, wealth managers, advisor teams, insurance agencies, IMOs, FMOs, BGAs, financial coaching organizations, and financial services enterprises seeking a more scalable client education and sales enablement system.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$197/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company Informationstickypages
Founded: 2008
Canada
stickyadvisor.com
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Company InformationWebPrez
Founded: 2001
United States
www.webprez.com
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Categories |
Categories |
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Financial CRM Features
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
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Integrations
Google Calendar
Google Contacts
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