Best CRM For Financial Advisors (Salesforce vs Redtail vs Agile). In this video I will talk about the best CRM for financial advisors.

Links to the CRMs

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Salesforce – Best for scalability
The architecture behind it was designed to handle increased workloads and user demands efficiently, without compromising its performance. This platform has developed a complete set of products that cater to the unique needs of financial service organizations, enabling them to streamline their operations and deliver exceptional financial services to their customers. With Salesforce, financial advisors can gain a 360-degree view of their clients and operations, enabling them to make informed data-driven financial decisions, predict future income, understand potential risks and opportunities, and take comprehensive measures. Salesforce offers free basic features and charges $9 for advanced features per user per month.

Redtail CRM – Best for client retention
It provides a user-friendly interface for managing client relationships using accommodating features, where financial advisors can easily access clients’ data, track interactions, and create automated workflows to save time and improve efficiency. Redtail CRM entails unique features like sales pipeline tracking and seminar planning and management. These help financial advisors to monitor sales progress, plan and manage seminars directly within the CRM. Interestingly, Redtail integrates with popular tools used in the financial industry, which will further streamline the client management process and has a pricing range of $39 per month.

Agile CRM – Best for marketing integration
It contains features that enable financial advisors to create targeted email campaigns, track leads and nurture client relationships by automating marketing tasks. The best part about Agile CRM is that it ensures timely engagement and provides insights into client behavior, preference and engagement patterns, which will help financial advisors to make data-driven decisions, thus identifying growth opportunities. Agile CRM offers competitive pricing by offering free plans and charges $8.99 for the starter plan.

So, which is the best CRM for financial advisors from the list?
Our top pick is Redtail CRM because of its intuitive layout and it is both user and pocket-friendly.

Please note that these fees are current and subject to change in the future.

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