Features for the Modern Financial Advisor
Sales Automation
Lead management is a structured process where prospective leads are tracked, analyzed, managed, and converted into business opportunities.
FinStak will allow you to track multiple pipelines and stages for every deal or opportunity in your practice. For example, you could have a pipeline for financial planning, insurance, and investment management.
Having separate pipelines and stages allows you to manage the business better and create automation to save many hours of your and your team's time.
FinStak provides seamless contact management at your fingertips, so you can simplify and streamline your processes by maintaining digital records of your customer's data. Such information includes their contact information, meeting history, professional relationships, and client accounts and holdings.
With its multi-channel communication capabilities, FinStak CRM allows seamless communication between your support teams and your sales.
Running a financial practice takes up a lot of time, and it is crucial to maintain good data. FinStak's workflow automation allows you to design and automate your business processes, so you and your team can focus on what matters, time with your clients.
With Workflows, you can automate your operational and data entry tasks that take up most of your team's time, like sending email notifications, creating tasks, and updating fields.
Security
FinStak allows Administrators to review Audit Logs for various changes and events across your CRM system. In addition, you have the flexibility to filter the logs by modules, users, type of action, and timeline.
Each user will also be able to view the timeline of any changes in the CRM and contact records.
FinStak was designed with Data Security in mind. We offer Two-factor authentication (2FA) to add a layer to protect your account and client data.
Once enabled, you can use a code from a mobile phone or email, along with your username and password, to log into your account.
Since all your client data is held digitally, data backups are crucial to protect your organization's confidential information.
FinStak covers two free data backups every month. You also have the flexibility to choose the frequency and the day of the week to receive the backup.
FinStak allows for custom profiles and roles you can assign to users to control what they see in the CRM.
Roles allow you to replicate your organizational hierarchy in the CRM with various levels of data sharing rules depending on the user role.
Profiles allow administrators to manage permissions to restrict users from deleting or exporting customer records, giving each team member access only to the functions they need.
Marketing
FinStak allows you to create professional-looking email templates. From robust email drip campaigns to sending one-off emails to clients, FinStak can keep your prospects and clients engaged.
In addition, FinStak can also track whether a specific email campaign has already been sent, delivered, or read by a particular audience.
Employing a robust built-in email marketing tool eliminates the need to export data to a third-party system when dispatching an email campaign.
FinStak allows you to quickly build and customize web forms that you can embed on your website to collect leads and data from clients. In addition, you can streamline lead generation with web-to-lead forms by capturing leads and their contact information directly into the FinStak CRM.
Powered by FinStak Survey, we are bringing the ability to send online surveys (for example, a Risk Tolerance Questionnaire, Annual Review Questionnaire, etc.) directly from FinStak CRM.
You can use surveys to learn more about your customers, what they like, and how they want to communicate. Survey responses will be available in the CRM Contact Record for easy access.
Lastly, you can run analytics and reports to understand the responses better and serve your clients better.
Campaign Management
FinStak's Campaign Module allows you to conveniently plan, track, analyze, and implement a marketing initiative.
You can use FinStak as your central communication platform with attendees, sending out invites to your contacts or leads and connecting with new leads you've collected from the event or marketing campaign.
FinStak will also track the success of your campaign by comparing your new leads against the resulting new clients.
Client Management
Any successful financial practice involves efficiently managing all the activities in the firm. Activities in FinStak can help you organize all your firm's and users' tasks, meetings, and calls.
You can create activities for various modules in the system, including leads, contacts, deals, client accounts, etc. Furthermore, you can conveniently create recurring tasks or set reminders for any activity.
Lastly, with FinStak CRM, you can easily sync your calendar and tasks with either Microsoft365 or Google.
Understanding your client and practice data is key to business success. FinStak's "Reports" and "Analytics" Modules help you analyze your client and practice data in ways you may have never imagined. With FinStak's vigorous reporting, you can monitor your business health in real-time, allowing you to make important business decisions.
FinStak provides several standard reports, or you can create a customized report from scratch in minutes.
With FinStak's "Client Accounts" Module, you can track and manage your client's insurance policies, investment accounts, retirement plans, and financial plans.
FinStak allows you to customize and track the information that is important to your practice. You can create and manage tasks specific to an account, so your team can continue serving your clients.
Practice Efficiency
Automating tasks enables users to be more productive throughout their day and manage their workload. FinStak CRM's automation tools help initiate events such as meeting reminders, accomplishing tasks, updating fields, and sending emails.
Instead of spending more time doing repetitive work, you can streamline different workflow processes and deliver services with less effort. In addition, you can focus on your relationships with your clients when these tasks are automated.
Templates save you tons of time – with a few clicks, you can send out an email or form without having to type it up every time! With FinStak, you can create impressionable letters and emails from scratch or use the pre-built templates you will find in FinStak CRM's template builder.
With the extensive collection of pre-made templates available for various uses, we make it easy to customize, choose your target audience, and send it directly from the CRM.
With "FinStak Projects," you will have access to a robust project management tool. This tool can help track your projects for financial planning, opening investment accounts, onboarding employees, etc.
With Projects, you and your team will be able to run a financial practice efficiently and have the ability to see the "big picture" with Gantt charts, tasks, issues, and milestones.
With FinStak's "Documents" Module, you can track, organize, and share documents with users on your team. The module becomes a repository of all firm's collateral that can be used in sales and service situations and can be easily shared with your prospects and clients.
Whether they are PDF files, spreadsheets, or reports, FinStak helps your team collaborate better.
Mobile Apps
Whether your smartphone is iOS or Android, you can enjoy FinStak on your mobile devices. A fully functioning application, you'll always be tuned in when you are on the go.
Customization
Every Financial Practice is unique, and your CRM should reflect that. So even though FinStak was built for Financial Advisors, we allow you to customize the technology to fit your needs.
You will have the ability to use custom fields, buttons, and layouts to capture various information from your prospects and clients. In addition, you can customize how you view the information and filter the data appropriate to your practice. Lastly, you can build your custom module specific to your financial practice.
You will have the flexibility to develop your customizations independently, or we can also draft a proposal to address any customizations you'd prefer.
