Sanchay CRM Integration With Vijya Fintech
Sanchay CRM now integrates with Vijya Fintech โ 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.
How This Integration Helps You Grow
Access Full Client & Family Portfolio in One Place
By viewing AUM, SIPs, Insurance, FDs, PMS, and product-wise breakups in one dashboard, you get a complete 360ยฐ view of every client ,just faster insights and smarter decision-making.
Strengthen Client Trust With Real-Time Data
Daily AUM updates and real-time insights help you respond faster, share timely advice, and build stronger client confidence by always providing accurate and updated information.
Reduce Manual Work & Boost Productivity
Automated syncing eliminates manual downloads, Excel work, and portal switching. Your team can focus on nurturing clients, closing opportunities, and scaling the business.
Identify New Cross-Selling & Upselling Opportunities
With complete portfolio visibility, you can quickly spot gaps and suggest SIP upgrades, insurance improvements, or new investment options, driving better client outcomes.
Why This Integration Matters
- SIP, FD, Insurance, PMS, and AUM data flows into Sanchay CRM instantly.
- You get a single source of truth that helps you analyse trends, compare growth, and provide informed advisory decisions.
- Get complete clarity on how wealth is distributed across family members.
- Plan diversification, asset allocation, and long-term strategies with a full Family 360ยฐ view.
- From SIP growth to insurance coverage and FD maturities โ you get clear, updated numbers that make every client meeting more meaningful and value-driven.
- When your advice is faster, accurate, and backed by data, your clients trust you more.
- They stay longer, invest confidently, and depend on you for bigger financial decisions.
Make your client management more powerful with complete investment visibility.
Book a call to see how Vijya integration simplifies your workflow.