As professional advisors we all know the importance of maintaining regular contacts with our customers from a best practice point of view and ensuring that we treat our customers fairly.

Money Advice +CRM has a suite of marketing tools that enables advisors extensively mine their database at a client and policy level. It provides a comprehensive range of marketing tools including mail merge letters, text messaging and email messages. Crucially the software logs and records all these communications, even mass communications.

With Advanced Search users can drill down to specific clients for mail merges, SMS merges & marketing

Our software additionally records individual customer contact preference information, a pre-requisite to ensure you have client permission to contact them for future marketing and reviews. Combine this with the ability to brand all your own communications, have access to a comprehensive document library for products and you will have the ideal marketing suite to manage your clients and business.