Sanchay CRM Integration With VijyaFintech
Sanchay CRM Integration With Vijya Fintech Sanchay CRM now integrates with Vijya Fintech — manage all your data directly inside Sanchay CRM.Get your Daily AUM, SIPs, Insurance, PMS, FD details, and Family Data instantly synced from Vijya Fintech into Sanchay CRM, giving you complete portfolio visibility in one unified dashboard. Book a Call How This […]
Sanchay CRM: Announces Strategic Collaboration with AdvisorKhoj
Press Release Sanchay CRM: Announces Strategic Collaboration with AdvisorKhoj to Empower Mutual Fund Distributors with Seamless Portfolio Insights Sanchay CRM, a leading customer relationship platform for Mutual Fund Distributors (MFDs), today announced a strategic collaboration with AdvisorKhoj, one of India’s most trusted Mutual Fund research and Backoffice Software Platform. This partnership aims to deliver deeper […]
Sanchay CRM Integration With AdvisorKhoj
Sanchay CRM Integration With AdvisorKhoj Sanchay CRM integrates seamlessly with Advisorkhoj to give Mutual Fund Distributors (MFDs) a single view of clients, investments, and sub-broker relationships. Spend less time managing data and more time building meaningful relationships and growing your AUM. Book a Call How This Integration Helps You Grow Zero Manual Updation Integration eliminates […]
LinkedIn Masterclass for Financial Advisors
LinkedIn Masterclass For Financial Advisors and Mutual Fund Distributors Attract high-net-worth clients and build strong relationships on the world’s largest professional network. Venue Online (Zoom Meeting) Time 04:00 PM – 06:00 PM Date Friday, 17th October 2025 Enroll Now Why LinkedIn Matters for Financial Advisors LinkedIn is powerful platform for building connections, generating leads, and […]
4 Compliance Mistakes MFDs/IFAs Make And How CRM Can Help
You may be compliant, but can you prove it when it matters? If you are an MFD or a financial advisor, you already know all about SEBI and AMFI compliance. You conduct risk profiling, perform timely portfolio reviews, follow standard rules, maintain records, track client queries, and more. Brownie points for that. . . but […]
WhatsApp Chatbot For Financial Advisor
WhatsApp Chatbot for Financial Advisors Join our webinar and learn how to manage service requests and inquiries more efficiently using WhatsApp Chatbot. Register Now Friday, 27th June 2025 | 4:30 PM – 6:00 PM The Problem Every Advisor Faces You probably get client requests from all directions — calls, emails, WhatsApp. Some you note down, […]
Age-Based Client Categorization for MFDs & Financial Advisors
Most financial advisors collect their clients’ birthdates solely for sending birthday reminders & notifications. But in wealth management, age is not just a number to store; it’s a foundation for connection, communication, and financial planning by age. The age of a client defines their financial needs, and hence, having the client’s age up-to-date becomes a […]
Sanchay CRM vs 10xTask: What’s the Best CRM for Mutual Fund Distributors & IFAs in India?
Choosing a system to manage your advisory practice isn’t just about tasks — it’s about growth, compliance, automation, and client engagement. 10xTask is a reliable task management tool. But if you’re a Mutual Fund Distributor (MFD) or Independent Financial Advisor (IFA), your daily operations involve a lot more than ticking off checklists: Managing SIPs & […]
Sanchay CRM vs Zoho CRM: Which CRM Works Best for Mutual Fund Distributors in India?
Choosing the right CRM for your financial advisory business isn’t easy, especially when most platforms aren’t built with Mutual Fund Distributors (MFDs) in mind. A common path we see: many MFDs start with general-purpose tools like Zoho CRM, drawn in by its flexibility and integrations. But over time, some find it requires extensive customization to […]
How WhatsApp Alerts via Sanchay CRM Keep Everyone in the Loop
In financial consulting, client service is more than just answering questions; it is also about keeping your clientele informed because they want to be kept informed at all times, whether it’s about a nominee change, a statement request, or any portfolio query. And if they aren’t? You know what happens— “Any update on my request?” […]
Automate Client Support with WhatsApp Chatbots
Serving clients is a constant in the life of a financial advisor. You deal with service requests every day; many of them come in the form of WhatsApp messages, emails, and phone calls. It can get disorganized, chaotic, and might leave you wondering, “Did we miss anything?” Imagine this: What if every client request that […]
WhatsApp Broadcast with Sanchay CRM and WABA
Run smart, compliant WhatsApp broadcasts with Sanchay CRM + WABA. Filter, tag, and reach clients with a single click. Idea for MFDs and Financial Advisors.
Why MFDs Need a WhatsApp-based Communication Strategy
“If You’re Not Talking to Your Clients, Someone Else Will.” How many clients have you lost just because you didn’t stay in touch? Let’s make sure that doesn’t happen again. Let’s Start With a Quick Story. Ravi is an MFD with ₹100 Cr AUM. One day, a long-time client moved half his portfolio to another […]