Supercharge your business with Getyn Cloud Apps. Get discounted pricing today! Offer ends in:
Supercharge your business with Getyn Cloud Apps. Get discounted pricing today! Offer ends in:
Access essential client information swiftly. Understand their requirements and delight them with rapid, effective solutions. Enhance client experiences and accelerate business growth with the leading CRM solution tailored for financial services institutions.
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to enhance follow-up effectiveness and achieve higher goal completion rates
to assist you in making more informed financial decisions
incorporating the most current security protocols, including GDPR compliance
of entire client journey
with popular business apps
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Keep comprehensive records of all customer and distributor interactions centralized in one location. Effectively boost sales of both new and existing products to influential physicians and patients, equipped with all the necessary information to deliver compelling presentations.
Enhance your Assets Under Management (AUM) through improved account management. Getyn CRM enables you to access all transactions and interactions with institutions, along with key contact details, providing a comprehensive overview of your business relationships.
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Utilize Getyn CRM's robust analytical engine to stay informed about critical metrics. Customize dashboards, monitor key performance indicators, derive intelligent insights from CRM data, and guide your business strategically.
Become your clients' trusted relationship manager and financial advisor by providing support whenever they require it. Getyn CRM seamlessly integrates with leading help desk solutions such as Getyn Desk and Zendesk. Utilize the integrated Cases module to promptly address feedback and resolve client issues efficiently.
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Zia, Getyn's intelligent assistant, offers intelligent predictions and suggestions to enhance efficiency for you and your clients. Zia recommends optimal times to contact your clients and suggests actions to improve your financial analysis and client follow-ups.
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