CRM

Contact management tailored to the needs of financial advisors

Contact management tailored to the needs of financial advisors

As a financial advisor or insurance agent, managing your book of business and keeping in touch with your clients can be extremely time consuming. While there are many choices for contact management software in the marketplace, few are customized to the specific needs of financial professionals. TicoonSales provides you and your team with a single, easy to use solution to manage all your clients’ information for all business and financial product lines. 

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Data consolidation helps clients and advisors

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Data consolidation helps clients and advisors

Michael Kitces' recent article provides an excellent overview of the challenges facing the financial technology ecosystem to provide a single view of the client and the sharing of client information across multiple stand-alone applications. This is our response.