Maximize Client Focus. Minimize Salesforce Time.
Cirrus Insight Helps Over 600 Financial Service Firms Save Time & Money
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.
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 already over 100,000 meetings booked, Cirrus Insight is a scheduling tool that you can rely on.
Consolidate your client information 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
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.
Set-up and send out mass personalized emails to keep your clients up to date
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.
