Money Advice + CRM Description
Developed and managed by seasoned professionals in the financial services sector, this software emerges from over two decades of expertise in creating applications for the brokerage industry in Ireland. It is tailored to address the complete office needs of both large and small firms, covering aspects such as marketing, sales, advisory services with comprehensive needs assessments, cash flow forecasting, compliance, a detailed product library, and management of pipelines and commissions. Additionally, it includes a thorough Client Relationship Management system. Client profiles and policy information are continuously updated and maintained in collaboration with various insurers, including Aviva, Aviva Health, BCP Asset Management, Friends First, Irish Life, New Ireland, Royal London, and Standard Life, with life protection quotations sourced from all providers. Money Advice +CRM consolidates all necessary software tools for brokers within a single solution. Users can offer advice through competitive price quotes on their website and receive email alerts for every inquiry made. This integrated approach ensures that brokers can efficiently manage their operations while enhancing client engagement and service delivery.
Money Advice + CRM Alternatives
A shareable directory page that includes your contact information and territory will increase your visibility. Centralize your rate quoting, no more sharing & emailing spreadsheets. By including all accessories and fuel surcharges, you can save time in maintaining and quoting rates. Find the missing areas in your service area to optimize your rates. Businesses can do business together through connections. You can connect with brokers and freight forwarders if you are a drayage business. To ensure everything runs smoothly, keep track of all your orders. Orders can be placed quickly and easily searched for future reference. Calculate the deductions and advances for all your containers from one place. Only one order is required. All documents that are relevant to your cargo should be entered. Compcare transport software will instantly upload all of your valuable and pertinent information.
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Our powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.
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PitchWorx
PitchWorx offers an all-inclusive graphic design subscription tailored for startups, entrepreneurs, and expanding marketing teams. Supported by a skilled team of senior designers and enhanced by AI production tools, they manage a variety of projects such as pitch decks, investor presentations, brand identity, social media visuals, website design, print materials, and video content, all for a basic monthly fee starting at $699. With no need for per-project pricing or scope adjustments, clients can submit unlimited design requests, enjoy infinite revisions, and typically receive most deliverables within 72 hours. The team boasts over 13 years of experience and has successfully collaborated with more than 500 brands, including major corporations like Caterpillar, PepsiCo, Samsung, and Aviva. By utilizing PitchWorx, small businesses and startups can access the same design resources as a full-scale creative department, eliminating the need for in-house designers or costly agency retainers. This model empowers companies to focus on growth while ensuring their branding and design needs are met efficiently.
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iPipeline
iPipeline is a software platform designed to simplify and accelerate operations across life insurance, annuities, and wealth management. The company provides end-to-end digital solutions that help carriers, broker-dealers, RIAs, financial institutions, agents, advisors, and distribution partners manage complex workflows more efficiently. Its platform supports the full journey from quote to commission by automating tasks, improving accuracy, and reducing operational friction. iPipeline uses artificial intelligence to create smarter, more connected experiences across its product ecosystem. CHARLi, the company’s AI-powered engine, brings intelligence into workflows, features, and products to support faster decision-making and scalable operations. The platform connects businesses to a broad industry network that includes insurance carriers, provider customers, distribution partners, and hundreds of thousands of global agents and advisors. iPipeline is built to help organizations modernize life insurance and annuity operations while improving speed, confidence, and client service. The company also supports industry collaboration through AiPEX, its annual conference for professionals in life insurance, annuities, wealth management, and pensions. iPipeline helps financial services teams digitally transform their businesses and focus more effectively on protecting clients’ financial futures.
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Integrations
No Integrations at this time
Company Details
Company:
Money Advice
Website:
www.moneyadvice.ie/
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Product Details
Platforms
Web-Based
Customer Support
Online Support
Money Advice + CRM Features and Options
CRM Software
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Money Advice + CRM User Reviews
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