Spend Time On What Matters. Your Client’s Financial Health.

The importance of Financial Advisors in today’s world is unprecedented, and the time spent working with clients is crucial to their long-term financial success.

According to Advisorpedia

Financial Service professionals spend…Star Arrow


Less than 20% of their week working with clients.

Reduce time on CRM tasks to increase time with Clients


10% of their time actually managing assets

Reduce the effort needed updating your Salesforce and place that effort into asset management & and client information


On average 41.1% of their week working on back office tasks

Streamline your Salesforce tasks through the Cirrus Insight sidebar


Operational Compliance

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.

Cirrus Insight works with over 600 financial service firms

Financial Professionals Use Cirrus Insight

Over 15,000

Financial Professionals Use Cirrus Insight

Financial Services Firms

Over 600

Financial Services Firms

Client activities Captured using CI.

Over 19,000,000

Client activities Captured using CI.

Spend more time on your clients and less time in your Salesforce

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.


Growth Driven Design Methodology which focuses on launching a website quickly and improving it over time, basing decisions on data


A tool you can rely on

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.


Meet with more clients faster than before

With Cirrus Insight’s Calendar Scheduling feature, you will be able to incorporate your custom calendar link into your emails so clients can book directly with you. Your advisor assistant will also be able to send out your meeting link and book with clients on your behalf, saving you time.

With already over 100,000 meetings booked, Calendar Scheduling is a tool that you can rely on.


Consolidate your client information all in one place

Your workflow is being overwhelmed with busy work, client activities, and management needs. With Cirrus Insight you will be able to manage the risk of becoming overwhelmed by leveraging auto-sync, client engagement analytics, calendar invites, and Salesforce Object management all in one place.

The Cirrus Insight sidebar keeps you on track and focused so you can get more clients, and serve the ones you have.


Adapt to clients’ needs

63% of Clients want to be involved in their own asset management when working with a Financial Service worker. Adapt to your client’s needs by logging pertinent contact level information into Salesforce without having to leave your email.

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.


Setup and send out mass personalized emails to keep your clients up to date

With Cirrus Insight Email Blast you will be able to send out personalized emails at scale to all your client groups. Just like calendar scheduling, your assistant will also have the power to send out Email Blasts to your clients on your behalf, from her sidebar, but sent from your email.

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.

Courtney Roberts
" With Cirrus Insight, we can maintain a high level of operational efficiency that serves our clients with the best experience. We also have more data to understand how many times we are meeting with clients and making sure they are getting the attention they need so we can retain and build our client base."
Courtney Roberts, Chief Operations Officer
Barber Financial Group

Four ways successful wealth management firms create a superior client experience.

Download your free copy of “Grow Revenue, Generate More Referrals & Reduce Operating Cost”

Generate More Referrals & Reduce Operating Cost

See it in action

Start your free trial and be free from CRM work.

Deliver on growth.

No Credit Card Required

Be a High Performing Organization.

Conversion Pixel Image