Revolutionize Your Client Relationships
Financial service firms lean on Sugar to unite their front, middle, and back offices. Regardless of whether you’re in the banking, investing, or insurance sector, you can focus on developing deeper client relationships, maximizing client value, and delivering the best customer service with Sugar’s CRM tools. CRM for financial advisors helps streamline client management and enables personalized financial planning services. With its specialized features and functionalities, financial CRM gives organizations the ability to build long-lasting relationships with their clients by consolidating customer information and facilitating seamless communication. A financial services CRM empowers banks and financial advisors alike to deliver exceptional services and build long-lasting relationships with their clients.
It Pays to Personalize
Empower your teams to better understand and predict customer health with a clearer view into customer activity and history, plus information through third-party sources directly in your financial CRM. Leverage this intel to connect with clients in a meaningful way, and see the impact on your bottom line.
Switch to Autopilot
Streamline multi-stakeholder processes, like onboarding, compliance, and KYC, with flexible workflows built to automate and simplify processes across front, middle and back-office.
More Collaboration, Less Confusion
Integrate Sugar seamlessly to give your financial service teams the connections they need to ERPs, business intelligence apps, email clients and more—all out of the box and in short order.
Compliance Without Question
Forget compromising on data compliance. Configure your CRM software according to your organizational and regulatory requirements for data residency—and with the right security model for your data sharing and visibility requirements.
Implementing Sugar has allowed the sales and marketing teams to gain a full overview of existing clients, as all information is now being shared across the bank, meaning relationships have strengthened and the bank now has higher customer retention. Ultimately, the main return on investment has been the ability to make client data an asset to the business.FRANCA BELLI MARKETING MANAGER (CRM) AND EXTERNAL RELATIONS / MEDIOCREDITO TAA