According to Advisorpedia
Less than 20% of their week working with clients.
10% of their time actually managing assets
On average 41.1% of their week working on back office tasks
Cirrus Insight allows a firm’s operational workflow to be streamlined and dissolves the risk for gaps taking place within the firm’s operation.
Security is important. That is why at Cirrus Insight, we take measures that are far beyond our competition to make sure our system is secure and holds data compliance to a high standard.
Cirrus Insight undergoes annual cyber penetration testing completed by professional hackers.
Needless to say, Cirrus Insight keeps your data secure, and takes customer protection measures adequate for the leading financial organizations in the United States and globally.
Financial Professionals Use Cirrus Insight
Financial Services Firms
Client activities Captured using CI.
By adding the Cirrus Insight sidebar to your email inbox, you will be able to reduce the amount of Salesforce tasks that are holding you back from spending more time with clients. By incorporating your Salesforce instance directly into your email, you’ll be able control the Objects that you utilize most.
A Growth Driven Design Methodology which focuses on launching a website quickly and improving it over time, basing decisions on data
To generate quality relationships with your clients, you need to keep track of all the information that they rely on you to know. Never miss a key piece of information by automatically syncing all your emails directly to Salesforce.
Keep the important information where it needs to be and never worry about it again.
With already over 100,000 meetings booked, Calendar Scheduling is a tool that you can rely on.
The Cirrus Insight sidebar keeps you on track and focused so you can get more clients, and serve the ones you have.
Cirrus Insight is making it easy to adapt to your clients’ needs by giving you more time to focus on what’s important to them.
Utilizing Salesforce templates you will be able to create a message fit for all your clients and send it out in minutes from your Sidebar. Sending out quarterly financial reviews has never been easier.
Download your free copy of “Grow Revenue, Generate More Referrals & Reduce Operating Cost”