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ClientCircle to Help Financial Advisors Grow Business
Fremont, CA: Fintech is a rapidly evolving technology that has the potential to disrupt many aspects of the financial sector. The expansion of financial technology firms in recent years has been astounding.
ClientCircle, a new communication, relationship-building, and business-growth software for financial advisors, is making its way into the financial services industry.
Financial professionals who want to learn more can go to www.ClientCircle.com and sign up to be the first to know when the tool is available.
ClientCircle, developed by Rocket Referrals®, a leading insurance communications company in the US, will assist financial advisors in growing their businesses by providing finance-specific tools.
ClientCircle will provide a comprehensive suite of financial services tools, including automated online reviews, reputation management, FINRA-compliant communications, referrals, prospect and client relationship-building campaigns, a compliance collaboration center, and data retention capabilities.
"Like every industry, the financial services industry faces many challenges—from ongoing, complex regulatory changes to the quickly evolving needs of today's consumers," remarked Maerz. "Financial advisors need tools to help them build better relationships, re-establish their value in the market with a reduced need for a mediator, and grow their business. With ClientCircle, they'll have the industry-leading software they need to succeed."