Built by Financial Advisers, for Financial Advisers
Revolutionalise the way you work - from incoming leads, right through to Income and Commissions.
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Our Software

We want to help your financial services businesses thrive by giving you the tools to achieve your goals, as well as manage day to day operations. Our industry first Introducer Lead Management system will ensure leads are easier to come by, simpler to track and even more profitable for your business. Not only this, but Introvice can completely run your business from day to day actions right through to high level strategic planning.

Introducer Lead Management

Introducers can have a variety of options in front of them when it comes to referring clients for Mortgages, Insurance, Investments and Pensions. We want to make YOU their financial adviser of choice EVERY TIME. That’s why our system couldn’t make it any easier for them, as well as you.

For you:

An attractive tool to on-board new introducers
Email notifications for all new leads
Management information on lead performance
Report on Commissions due

For Introducers:

Mobile App to submit leads within seconds
Log-ins for an Introducer Portal to submit and track leads
Regular Updates on lead progress
Real time view of Commissions due

Financial Services CRM

It’s not unusual for Financial Services businesses to use an amalgamation of Excel spreadsheets and Customer Relationship Management systems. The time wasted in duplicate data input and locating the information you need can be frustrating and inefficient. Introvice is built to have everything in one place and accessible from any location, whether working from the office, from home or a mobile phone in between appointments.

  • Fully tailored for Financial Services
  • Integrated with Lead Management Introducer Portal and App
  • Business Management Information
  • Linked with Microsoft Outlook

Pipeline Management

Understanding where your income is coming from and being able to predict future revenue is key to financial planning for your business. Introvice gives you the visibility of your pipeline enabling you to plan ahead and motivate your team to always be that step ahead.

  • Overview of the whole companies business
  • Snapshots of Advisor’s performance
  • Quickly view and update your pipeline
  • Tracking all fees and commissions in one place

Testimonials

Everything You Need in One Package

6. Money

Create Introducer commission statements every month with a few simple taps on the mouse and this will provide you with a list of Introducers to pay (which can be uploaded to your bank if needed).

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5. Statistics

The ability to see lead and client statistics, conversion rates, revenues and pipeline values.

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4. Actions

Actions can be set on every product (for yourself or any member of your team), to ensure that all business is chased to completion. This enables you to see your own or other team members workloads and the ability to prioritise or re-assign tasks accordingly.

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3. CRM

New clients are automatically created in the CRM on Lead Sign Up and all financial information is populated into Pipeline Management (including building External Pipeline values for your introducers).

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2. Updates

Automatic email updates sent on Lead Progress to your Introducer(s) at various stages and also internally for Re-Mortgage opportunities and Client Servicing.

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1. Leads

A simple to use system that Introducers will love as much as you do. Captures all notes, contact details and appointments – linking with Microsoft Outlook for diary management.

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ADVISORADMIN
£48 MONTH£36 MONTH
LEADS
UPDATES
CRM
ACTIONS
STATISTICS
MONEY
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