A CRM designed for financial advisors who are not highly technical, helping them grow their business by leveraging digital technologies. The CRM seamlessly integrates meta leads, providing a unified dashboard with follow-ups automation, email/WhatsApp nurturing, marketing banner sharing, and financial health calculators. Everything an advisor needs is in one place—from capturing leads to converting them into customers.
Designing a CRM that is simple and intuitive for non-technical financial advisors while integrating multiple tools like Meta leads, WhatsApp automation, email campaigns, marketing materials, and reminders. Ensuring real-time updates and avoiding complexity was a major challenge.
Implemented integrated workflows for lead management, follow-ups, marketing, and automation. Developed an intuitive dashboard UI, set up notification systems, and provided client training to ensure ease of adoption and seamless usage.
Reduced manual work, improved customer engagement, increased sales conversions, and empowered financial advisors to manage their business effectively without relying on multiple separate tools.
Digital Gyani
Financial Services Coach
