Features for Consultants
Features for Consultant
We at Shiven Enterprises hold hands with you in empowering and revolutionizing your financial landscape. Using the aid of the state-of-the-art, which is handcrafted for businesses and individuals to elevate their financial journey, we ensure intelligent, reliable, and data-driven financial services
That ensures apex growth. Our offerings help in skyrocketing your business endeavor, with our all-inclusive services, we maintain customer happiness, accelerate processes for maximum efficiency, and fasten growth and expansion.
Shiven Enterprises is your hub for managing your leads, policies, investments, and customer interactions. If you're in the domain of consulting, insurance, financial advisory, stock brokerage, client management, or policies, then our CRM can lend a helping hand to manage your operations seamlessly.
Personalized Experience
Our financial CRM ensures that you receive an aid that is molded and crafted for your user experience. We understand the required uniqueness of the clients and make sure the services fit in their unique financial goals and history. By leveraging advanced data analytics, we make sure that the services align with the taste of your goals.
Data Security:
We ensure that your data is protected and encrypted with our Financial CRM, we assure you that we have strict access controls that manage the authority of the sensitive information We assure you with confidentiality assurance that protects you from unauthorized access and misuse, we maintain regulatory compliance that follows the financial regulations and maintain trust and integrity.
Multi Insurance type Support
Our financial CRM opens a portal that follows a multi-dimensional approach, which is capable of handling various insurance products in a single platform. The comprehensive policy management helps you with multitasking multiple financial insurances from a single dashboard. Shiven’s CRM is designed in a way that ensures that you stay on top of policy renewals, claims processing, and customer follow-ups. To catalyze the overall experience, our seamless integration helps you to connect with the clients smoothly.
Easy Calculation of Fund and Interests.
The complexities of calculating the funds and interests are eradicated by our CRM. One can calculate funds instantly, and track available funds. This way the dynamic loan and EMI planning could be achieved with ease, by generating a detailed repayment schedule With a breakdown of principal and interest.
Enchanting File and Folder Management:
Our system works in a way that provides a hurdle-free management system for managing files and folders. This speeds up the workflow and enhances the client experience. With secure storage access, Quick Revival helps in handling all the real files and folders with ease.
Warm Customer Support and Assistance.
We understand the value of the connection with you, and this is indeed the foundation of our business. Our Financial CRM is equipped with comprehensive and multidimensional customer support that ensures that clients receive personalized, timely, and hand-curated help whenever needed.
Notifications and Alerts.
Keeping track of the notifications updates is crucial in the depths of the financial industries. Our CRM’s intelligent alert system ensures that clients don’t miss any critical update, which helps the workflow stay in the timeline of the process.
Policy Management.
Shiven’s Infotech Policy management ensures that the entire policy system remains centralized, controlling the policy structuring, claims and endorsement management, client communication alerts. Our Advanced automated policies reduce the burden of manual work, which increases the efficiency to a next level.
Centralized Dashboard:
Our centralized dashboard in Shiven CRM provides a 360-degree overview of financial activities, allowing proper customer management, policy renewal tracking, loan and EMI tracking, loan and EMI tracking, and investment reminders and all these can be accessible from a single window. Keep track of insurance renewals, SIPs, fixed deposits, and client follow-ups with automated reminders and live updates. Schedule meetings and allocated tasks and also monitor tasks with ease using interactive reports and smart analysis. Intended for financial advisors and professionals this robust dashboard can maximize efficiency, organization, and client satisfaction, guaranteeing a seamless and productive workflow.
Smart Calender:
Our Smart Calender application for financial CRM makers scheduling, task management, and tracking of finances is a hassle-free affair with a smooth client interaction. Easily schedule meetings, follow-ups, and consultations while loan EMI reminders, insurance premiums, and investment maturity reminders go off automatically, keeping financial commitments in order. Get ahead of the curve with real-time reminders for policy renewals, SIP due dates, and fixed deposit maturity dates for proactive client outreach. With embedded task management, streamline workflows, increase productivity, and never let an important deadline slip by.
Staff Management:
Our staff Management feature in Shiven CRM streamlines employee coordination, task delegation, and performance monitoring in a single system. Seamlessly manage staff roles, schedules, and duties while ensuring a hassle-free workflow distribution delegate and track tasks, monitor attendance, and measure performance with real-time insights and reports. With automatic reminders for outstanding tasks and a user-friendly interface, financial professionals can boost productivity and team efficiency, and also increase accountability, and maximize resource allocation that is all in one place.
Centralized Policies and Investment Plans
Our Centralized Policies and Investment Plans module allows financial advisors to manage insurance policies, investment portfolios, and financial plans from one location. Through a well- organized and accessible database, advisors can make proactive financial planning, enhanced client interaction, and smooth service delivery possible, enabling them to provide customized financial solutions with ease.
Centralized Customer Database
Our Centralized Customer Database gives financial advisors the ability to manage client data, monitor financial activity, and analyze customer requirements efficiently. Use data-driven information to spot opportunities, provide customized investment plans, and send automated policy renewal reminders, EMIs, and maturities. Improve client interaction, simplify financial planning, and increase conversions, making your advisory business more productive and effective.
How Does It Work?
Our CRM butters the entire financial management process, from client onboarding and policy handling to automated fund calculations and real-time notifications. The entire data is held securely, multi-party portfolios, and every financial workflow, such as interest calculations, loan tracking, and other tasks, are automated.
Our smart notification management keeps the user embedded in the workflow timeline. Multi-channel customer support enhances client management and help. With the amalgamation of all these features, our system provides a euphoric and seamless experience for the clients.
Why Choose Shiven Enterprises Financial CRM
Increased Efficiency
The automation that Shiven offers discards the task of manual work, thus it helps in managing time, and increasing productivity.
Better Customer Engagement
Customer communication could be managed with ease using the CRM. This is due to the personalized experience one gets with the CRM. Everything is curated and crafted according to the needs and nature of the customer.
Smooth Communication
The CRM ensures that all the members of the team are on the same page through seamless and easy communication. This eliminates discrepancies and other issues, increasing overall productivity.
Scalable Solutions
It does not matter how big or small your business is; we provide handcrafted solutions depending on the nature of the work. Our CRM makes the workflow flexible for everyone’s needs.
Our Financial CRM works in a way that it adapts the nature of the work, which gives an enhanced and crafted workflow experience.
Benefits of Choosing Our Financial CRM
Our financial CRM offers you a platform that gives you the magic wand to perform every aspect of financial-related tasks. With advanced tools that give an all-round access from calculations, data security, high-end encryption, and customer support, you stay up to date in this domain both technologically, manually, and in terms of automated systems. Notification management that keeps you updated with the updates. We provide a centralized and omnipresent solution for all your financial queries and systems
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Frequently Asked Questions
Answered all frequently asked questions. Still confused? Feel free to contact us.