Blog & Articles of Financial Industry
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4 Compliance Mistakes MFDs/IFAs Make And How CRM Can Help
You may be compliant, but can you prove it...
Age-Based Client Categorization for MFDs & Financial Advisors
Most financial advisors collect their clients’ birthdates solely for...
Sanchay CRM vs 10xTask: Whatโs the Best CRM for Mutual Fund Distributors & IFAs in India?
Choosing a system to manage your advisory practice isnโt...
Sanchay CRM vs Zoho CRM: Which CRM Works Best for Mutual Fund Distributors in India?
Choosing the right CRM for your financial advisory business...
How WhatsApp Alerts via Sanchay CRM Keep Everyone in the Loop
In financial consulting, client service is more than just...
Automate Client Support with WhatsApp Chatbots
Serving clients is a constant in the life of...
WhatsApp Broadcast with Sanchay CRM and WABA
Run smart, compliant WhatsApp broadcasts with Sanchay CRM +...
Why MFDs Need a WhatsApp-based Communication Strategy
“If Youโre Not Talking to Your Clients, Someone Else...
SIP Failure? Here’s How MFDs Can Respond Faster & Smarter
Turn SIP failures into follow-up opportunities. Learn how MFDs...
How Financial Firms Automate Lead Capture & Assignment
Stop sorting leads manually. Sanchay CRM auto-captures and assigns...
Sanchay CRM Implementation Guide for Financial Advisors
#Chapter 3 - Learn how to choose the right...
How to Choose the Right CRM Software For Financial Advisors
#Chapter 2 - Learn how to choose the right...