CRM

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CRM INTEGRATIONS

Let Your CRM Work as Hard
as Your Financial Team

Your CRM is more than a database—it's your command center for client relationships. With our integrations, it becomes an engine of actionable insights, constantly enriched by real-time data. We make your CRM smarter, faster, and ready to wow your clients with insights they didn’t even know they needed.

How We Enhance Your CRM

Filling in the exact CRM fields you need for your financial workflow

Say goodbye to incomplete data. Our AI-powered engine continuously scans 11,000+ structured and unstructured data sources, updating CRM profiles with critical insights like revenue trends, industry developments, funding news, and every financial analysis you need.
Full Table Example
Proactive Risk and Opportunity Alerts

We integrate directly into your CRM to flag risks and opportunities specific to each client’s portfolio.
Tailored Client Insights for Meetings

Before every client interaction, your CRM generates a personalized briefing report, combining portfolio performance, market events, and actionable recommendations.
Streamlined Workflow Automation

Reduce repetitive tasks by automating email communications, meeting prep, and task assignments.

Works Seamlessly with the Best CRMs

Salesforce
Real-time portfolio updates, instant client alerts, and tailored meeting prep reports.

Microsoft Dynamics 365
Meeting-ready cards with portfolio performance, news impacts, and actionable insights.

HubSpot CRM
Auto-enriched contact fields, personalized email templates, and dynamic task creation.

Wealthbox CRM
Clean, simple dashboards packed with AI-driven intelligence.

Turn Your CRM Into a Wealth-Building Machine

Integrate advanced real-time financial intelligence into your CRM to enhance client relationships, uncover opportunities, and streamline workflows like never before.

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