Managing effective relations with clients is key reason for success of advisory business. As unless the clients gets satisfied with the services of the advisors, running the firm becomes difficult. Through the help of CRM feature advisors can easily serve too many clients at a time with right tool. REDVision Technologies provides best Mutual Fund Software for IFA which eases the work of the advisors and allows serving clients from anywhere. The CRM facilitates in providing additional services to the investors at low cost.

Benefits of CRM

  • Manage events and special days of your investors.
  • Store e-documents of the investors.
  • Theme preference for attracting new prospects.
  • Send push notifications to clients.
  • Quick services within less time.

Problem without the feature

  • Lack of communication with clients.
  • Difficulty in managing multiple investors.
  • Less retention rate of clients.
  • Ineffective services and management of firm.

The effective relationship between advisors and the investors is maintained through the CRM features which makes the business operation smooth. Through the facility the advisors can easily deal with any number of investors without any issue. The platform also improves the productivity of the entire firm and increases the revenue within less time. The advisors adapting such facility in the firm are much ahead in the industry.

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