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Mutual fund software manages investments and performance tracking but falls short in client management, follow-ups, and back-office automation, leading to inefficiencies.
Lack of a centralized system for managing client inquiries leads to delayed responses and inconsistent tracking.
Managing administrative tasks and back-office operations manually is time-consuming and inefficient.
Without a stuctured system, tracking inquiries and follow-ups becomes difficult, increasing the risk of missed opportunities.
Absence of automated scheduling leads to missed portfolio reviews, affecting client engagement and timely investment decisions
Financial advisors and mutual fund distributors face challenges in client engagement, lead management, portfolio tracking, and time-consuming administrative tasks, which can hinder business growth and efficiency.
Many advisors miss important portfolio review meetings due to the lack of a structured reminder system, causing clients to feel neglected.
Clients reach out through calls, WhatsApp, emails, and SMS, expecting quick replies. However, without a centralized system, queries often get lost, leading to dissatisfaction.
Advisors receive potential clients through referrals or digital channels, but without a proper follow-up system, many leads are lost.
Manually managing KYC documents, tracking client interactions, and handling backoffice tasks takes up valuable time that could be spent on revenue-generating activities.
Sanchay CRM schedules review meetings based on AUM categorization, ensuring no important meeting gets missed.
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All client queries are auto-assigned to the right RM, ensuring timely responses and no missed concerns.
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Every incoming lead is tracked, assigned, and followed up with, leading to higher conversions.
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KYC documents and client details are stored in one place, making it easy to find information without wasting time.
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Choose Sanchay CRM to streamline customer relationships, enhance engagement, and drive business growth.
Track progress effortlessly with comprehensive reports on activities, including In Progress, Completed, or Missed tasks
Customize your user experience by displaying only relevant fields and automate process through workflows.
What sets Sanchay CRM apart is its expert implementation process and dedicated support throughout your journey.
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