We help financial professionals run better firms. If you ask what we do, we'll probably explain it by telling you we build advanced data-management systems for financial advisors, wealth managers, planners, and brokers. We offer a line of digital services centered around our CRM that help advisors and managers the ability to more easily and accurately manage relationships with their clients, which is ultimately what drives the success of any firm.
What does our CRM do?
Gives you the ability to store, access, and manage all of your clients data in ONE location!
See every emails, call, task, and meeting past, present and future
Track the campaigns that brought them in and all the associated costs to track real ROI
Manage policy and investment data simply and effectively
Store and share client documents securely
Automated workflows ensure nothing falls through the cracks
Personalized Training and Implementation that make all the difference
Real support
What do we do other than the awesome CRM?
Tech Consulting - Diagnostics and Delivery - The most for least.
Data Migration and Management
Custom Software and Development
Custom Workflows and Automation
Account Aggregation - Client and Advisor
Calendar Automation - Stay busy, when and how you want.
Direct Mail Reports - Less Volume, Higher Conversion
Web Development - Need a website? Need an update or maybe an upgrade?
Marketing Strategy - Stop the seminar churn and start doing it right!
Company Details
- Founded
- -
- Address
- 500 E Walnut, Columbia,mo 65203,united States
- Industry
- Information Technology & Services
- Website
- http://www.everfin.com
- Keywords
- Financial Services Technology, CRM, Automation, Marketing, Compliance, Digital Marketing, Websites, Software, Aggregation, Data Management, Salesflow, Workflow, Email, Consulting, Fintech, Digital Networking.
- HQ
- Columbia, MO
Everfin Questions
Everfin's website is http://www.everfin.com
Everfin's LinkedIn profile is https://www.linkedin.com/company/everfin
Everfin's industry is
Information Technology & Services
Everfin's top competitors are
Reshamandi,
Hivepath,
Treosoft It Solutions Pvt. Ltd,
Polkassembly,
Staragile,
Jai Kisan,
Ozon,
40seas,
Waycool Foods,
Solanteq.
Everfin's categories are Information Technology & Services
Everfin's founding year is 2015
