Streamline Financial Operations
CRM Solution for Fund Distributors, Stock Brokers, Investment Consultants
- Improve Funnel Visibility
- Deliver Exceptional Service
- Cultivate Client Relationships
Feature
Boost Profitability with SukamApp's CRM Solutions
Customized KYC Module
- Keep track of leads and opportunities through each stage to make well-informed decisions.
- Effortlessly Capture Detailed Family Profiles and Investment Portfolios.
Deliver Outstanding Service
- Effortlessly Capture Detailed Family Profiles and Investment Portfolios.
- Respond Quickly to Investor Inquiries and Ensure Customer Satisfaction.
Build Strong Client Relationships
- Respond Quickly to Investor Inquiries and Ensure Customer Satisfaction.
- Stay Connected with Clients Using Automated Birthday and Anniversary Reminders.
Seamless Telephony Integration
- Efficiently Direct Prospects and Clients to the Appropriate Agents with IVR Integration.
- Conduct Call Campaigns and Voice Broadcasts for Payment Reminders.
- Effectively Manage and Monitor Your Tele-calling Team.
Client Portal and Payment Solutions
- Efficiently Direct Prospects and Clients to the Appropriate Agents with IVR Integration.
- Provide Clients with an Intuitive Customer Portal for Requests and Claims.
Agent Recruitment and Supervision
- Provide Clients with an Intuitive Customer Portal for Requests and Claims.
- Ideal for Larger Mutual Fund Distributors (MFDs) and Brokers.
- Integrate with Website to Sync Candidate Data with CRM.
Attract High Net Worth Individuals
- Schedule Visits Based on Assets Under Management (AUM) or Client Categorization.
- Personalize Services According to AUM and Client Profiles, Ensuring a Customized Approach for High Net Worth Individuals (HNIs).
- Effortlessly Manage Recurring Activities, Schedules, and Appointments.
Our Clients: Partners in Success
with Our Solutions
Testimonial
Client Feedback & Reviews
Transform Your Financial Services Today with Sukam Apps CRM
Powerful Integration Partnerships
Frequently asked questions
What does a CRM for wealth management and investment firms actually do?
Sukam Apps CRM brings every client, lead, and portfolio conversation for fund distributors, stock brokers, and investment consultants into one place. Your relationship managers get a clear view of each client's holdings, renewal dates, and follow-ups, so nothing is tracked on scattered spreadsheets or sticky notes.
Can it track client portfolios, SIP dates, and policy or investment renewals?
Yes. You can log each client's investments, SIP or premium due dates, and maturity or renewal timelines against their profile, and set automatic reminders so your team reaches out before a renewal is missed, not after.
Can we send market updates and reminders to clients over WhatsApp?
Yes. Our WhatsApp API integration lets you send portfolio updates, SIP reminders, and market news directly from the CRM, with every message logged against the client's record so any relationship manager can see the full conversation history.
Does it help with compliance and keeping client KYC records organised?
Yes. You can store client KYC documents, risk profiles, and communication history against each client record, giving you an organised audit trail that makes compliance reviews and client servicing far easier than digging through paper files.
Is call recording available for advisor-client conversations?
Yes. Paired with Sukam Cloud IVR, advisor calls with clients can be logged and recorded against the right account, which is useful for training, dispute resolution, and keeping a clear record of the advice given.
Can multiple relationship managers use it together with role-based access?
Yes. Each relationship manager or advisor can be given their own login with role-based access, so they see only their assigned clients while managers and admins get a firm-wide view of leads, portfolios, and team performance.
How long does setup take and can we see a demo first?
Most wealth management and investment advisory firms are fully onboarded within a few days, including importing your existing client and portfolio data. You can book a free demo to see the CRM working with your own client base before you decide.