equisoft / connect
by Equisoft · CRM and customer experience · Montreal, Canada
CRM software designed for financial advisors to manage client relationships and automate sales tasks.
What equisoft / connect does
- Client relationship management
- Auto-integration of book of business
- 360-degree client views
- Email and phone call recording with compliance timestamping
- Investment and insurance-based alerts
- Google and Outlook integration
- Mobile access
- Seamless data integration from back-office networks
- Access to insurance and investment forms
What equisoft / connect is used for
- Automating tedious administrative tasks
- Managing client data without manual entry
- Enhanced customer service
- Sales productivity optimization
- Renewal and upsell opportunity tracking
Who equisoft / connect is for
- Advisors
- Financial advisors
- Insurance professionals
About Equisoft
AI-powered policy administration, agency management, and advisor tools for insurers and distributors.
Equisoft in the vendor registry: its products, features and similar vendors.
Also by Equisoft
- equisoft / manage: AI-powered policy administration system for any PAS modernization.
- equisoft / centralize: Agency management system for distributors to manage insurance and segregated funds with automated compliance.
- equisoft / illustrate: Advanced quotes and illustrations tool for insurance products.
- equisoft / sync: Client and agent portal for insurance and investment management.
- equisoft / plan: Financial planning application for advisors.
- equisoft / analyze: Investment analysis and sales enablement tool for advisors.
More in this category: CRM and customer experience software for financial services.
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