Audience

Brokers searching for a CRM solution

About Finosoft

Finosoft is a user-centered omnichannel CRM solution for brokers, designed to revolutionize the back office of the brokerage industry. The new integrative system gives brokers seamless control over all the CRM needs, for better management and better results. Focus on what matters, when it matters most. We provides a multi-layer lead management system, including high performance segmentation and call automation. Our focus in enhancing client management performance using full customer profile, workflow and real-time trading updates. In addition, you’ll get a flexible payment system that supports multi offering, easy to use documents management system, including automatic and secured document verification process in compliance with regulation requirements, and a 100% secured permission-based system. Finosoft puts the power of technology to work for our clients. With the best in business intelligence for brokers, we offer increased efficiency and streamlined processes that really matter.

Integrations

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Company Information

Finosoft
www.finosoft.com

Videos and Screen Captures

Finosoft Screenshot 1
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Product Details

Platforms Supported
Cloud
Support
Online

Finosoft Frequently Asked Questions

Q: What kinds of users and organization types does Finosoft work with?
Q: What languages does Finosoft support in their product?
Q: What kind of support options does Finosoft offer?

Finosoft Product Features

Financial CRM

Household Tracking
Territory Management
Asset Management
Lead Management
Account Alerts
Team Assignments
Expense Tracking
Relationship Tracking
Marketing Management
Influence Tracking