Stacked with Features
Marketing
Email 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.
Web Forms
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.
In addition, you can streamline lead generation with web-to-lead forms by capturing leads and their contact information directly into the FinStak CRM.
Surveys
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.
