The independent CRM for Financial Advisers

Adviser CRM is a complete CRM solution to manage all of your leads, clients, policies, loans, investments, client communication, documents, meetings, marketing and much more.  Adviser CRM can put your policy and loan renewals on automation while you spend more time with sales leads and writing new business.

If compliance is your focus right now, no problem, use our process builder to build your step-by-step processes you and your team can follow, or ask about our customisation service to create your business processes for you.  Keep a complete client communication history of emails, meetings, phone calls, tasks and documents for auditing.

Adviser CRM is packed full of features to help you to build a better business.  We are an independent CRM Provider and are not owned by, or exclusive to any financial services group. Your data is yours and Adviser CRM can follow you wherever you go.

What are your priorities?

Client Management

Build and manage your client relationships with Individuals, Families, Companies, Trusts and any other type of entity you want.  Keep policy information, appointments, phone calls, emails, letters all within your client record.  Build dynamic marketing lists to focus on the more profitable clients, or targeted cross-sell opportunities.  Keep a complete history of client engagement that can be audited by the FMA.

Policy Management

Full policy management from underwriting to policy anniversaries.  Track your policies submitted to insurers, attach scanned documents, email history to insurers, phone calls, tasks, special terms and loadings etc.  At a glance see all of your clients’ policies in one place.  Smart email automation will take care of renewal notices, dates to review loadings and special terms, and you can even set reminders when a client is deferred.

Loan Management

Keep track of all loans in your sales pipeline such as recommended, submitted, approved, settled, declined and discharged.  Use our smart email automation to email clients 90 days, 60 days and 30 days out from fixed rates due to expire.  Have task reminders for you to call or your team to contact your clients before the bank takes over the relationship.  Attach the loan application as a PDF to the loan record and keep a full communication history.

Investments

Track all your investments, including KiwiSaver as well as more comprehensive investment portfolios from direct investment providers or wrap services.  Adviser CRM will make it simple and easy for you to see all your clients investments in one place, and use our investment pipeline or build automation to reach out to your clients for portfolio reviews.

Compliance

Build your compliance process for your business. Our blueprint builder solution is robust and fully customisable to keep up with changing legislation. If legislative requirements vary, our point and click interface makes it easy to make changes to your processes, or get us to customise it for you then deploy to all your users with a single click. Our blueprint builder will meet your requirements today and into the future.

Email Marketing

Use our powerful built-in email marketing — no need to export data to a third party system when you want to send an email campaign. With our email platform, you can build professional looking templates, and you will be able to track whether emails have been, sent, delivered and opened. Create smart automation to drip feed a series of emails over time, or choose a template to send a one-off email to your clients and leads.

Automation

Adviser CRM comes with some built in automations but you can build your own smart automations to cut down on repetitive tasks.  Build meeting reminders to clients, auto drip feed emails to sales leads until they become clients.  Automate policy renewal notices and loan fixed rate expiries.  You can even have tasks automatically created for you or your team when a something specific happens in your CRM.

Fully Customisable

Want to add your own field and layouts? want to connect to external software applications? No problem.  Adviser CRM is fully customisable so you can add, change, remove or create your own custom modules.  You can use your own in-house developers, or we can provide a proposal to build any customisations you want.  Any custom development is yours and does not get shared to any other subscribers outside of your subscription, so if you want any custom solutions for you and your adviser team, let us know.

Insurer Imports

Upload your insurer data into Adviser CRM and keep all your policies up to date.  If the policy does not exist our import tool will create the policy with all the policy benefits and lives assured.  If your policy exists, we will update existing data such as sums assured, premiums, status etc.  Due to privacy reasons we don’t handle your client data, so we show you how to use our import tool.  You can import from the following insurers.  AIA, Asteron, Cigna, Fidelity Life, NIB, Partners Life, Southern Cross Healthcare and Sovereign.

Transportable

Take Adviser CRM with you regardless of what group you belong to.  You may not be part of a group at all, or maybe you are building your own group. We provide a simple pricing model for everyone which makes Adviser CRM affordable and transportable regardless of your industry arrangements.

  • You know exactly how much you are going to pay.
  • No need to move CRM if you move groups.
  • No long term contracts.
  • Your data can be downloaded for free.