Welcome to Shiven Enterprises-
Asset Management Solutions
What's This About?
Shiven Enterprises provides a powerful Financial CRM solution designed to streamline client management, automate workflows, and enhance business efficiency for financial consultants. Our platform helps you manage leads, policies, loans, investments, and customer interactions—all in one place.
Who Can Benefit?
Shiven Enterprises's Financial CRM is designed for financial advisors & consultants, insurance agents, loan advisors, stock brokers, and mutual fund distributors. If you manage client relationships, policies, loans, or investments, our CRM helps you streamline operations and grow your business efficiently.
Financial Advisor
Insurance Consultants
Loan Adviser
Service Providers
Services We Provide
At Shiven Enterprises, we provide a Complete Financial CRM solution designed to help financial consultants efficiently manage their client relationships. Whether you offer services such as insurance, loans, mutual funds, or other financial products, our CRM system streamlines your operations, enhances client engagement, and supports business growth.
Insurance
Our insurance CRM streamlines customer interactions, policy management, and claims processing for brokers and agents. Tailored for health, travel, and auto insurance, it optimizes workflows from lead acquisition to policy renewal. The intuitive interface enhances agent-client communication and simplifies daily tasks.
Mutual Fund
Our CRM solution simplifies mutual fund client management, investment tracking, and compliance, enhancing advisor-client communication and streamlining daily operations.
Loans
For financial advisers, our loan management CRM simplifies customer interactions and loan procedures. It streamlines processes for corporate, home, and personal loans from application to payment. The user-friendly interface improves communication between advisors and clients while also simplifying daily duties.
Stock Exchange
Our CRM solution is tailored for stock brokers, streamlining client management, trade tracking, and compliance. Designed for equity, commodity, and fore markets, it optimizes workflows from lead acquisition to trade execution. The intuitive interface enhances broker-client communication and simplifies daily operations.
Variable Investment
The questions in this generator are gender neutral and can be used to ask either male of females (or any other gender the person identifies with).
Fixed Investment
The questions in this generator are gender neutral and can be used to ask either male of females (or any other gender the person identifies with).
Features for Consultant
Our Happy Financial Consultants
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Active Financial Consultants
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Asset under Management
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Policy Sold
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Happy Customers
“What Our Proud Consultants Say”
Why Choose Shiven Enterprises CRM Platform
At Shiven Tech, we understand how challenging it can be to manage a financial business and how important it is to provide exceptional customer service. Let us help you expand your business and streamline your operations with our powerful Financial CRM solutions.
Increased Efficiency
Automation solutions save time and save human work, allowing you to focus more on developing client relationships.
Better Customer Engagement
Keep an eye on and manage customer communications with ease. Provide a more personalized experience to boost customer loyalty and happiness.
Smooth Communication
Our CRM makes sure that everyone in the team is in agreement, which makes it easier to communicate through all channels.
Scalable Solutions
No matter how big or small your business is, our CRM grows with it, offering features that adapt to your evolving needs.
Features for Customers
“What Our Proud Customers Say”
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OUR BLOGFrequently Asked Questions
Answered all frequently asked questions. Still confused? Feel free to contact us.