Grow Your Assets Effortlessly
Sugar is a complete customer relationship management platform that collects every bit of critical information across sales, service and marketing. It easily integrates with any application and gives financial advisors a personalized user experience that works seamlessly on the devices they use every day.
Get Answers Without Searching
Give financial advisors and bankers a better understanding of customers, their financial needs and goals, and their households—without making them do extra work. We believe no one should have to do what a CRM software can do for them. Build trust, deliver a personalized customer experience, and provide the right advice at the right time by allowing teams to focus on understanding client relationships and next steps. With automations for the tedious tasks, everyone has time to focus on high-value things that a platform can’t do.
Make the Right Calls
Let financial advisors spend more time selling and servicing customers and less time with busywork. That’s easy when you streamline and automate processes like KYC, AML and onboarding, and leverage Sugar’s CRM software integration capabilities to seamlessly connect with applications like portfolio management and financial planning.
Sugar has become the interface for users to enter communication details, thus ensuring a uniform experience for customers across all communication channels.OPERATIONS AND TRANSFORMATION LEADER LEADING GLOBAL FINANCIAL SERVICES PROVIDER