CRM for financial advisors
Raynet is a user-friendly tool for managing your client agenda. It allows advisors to provide better services and increase their revenue.
These companies already use Raynet
Get to know your client inside out
As a financial advisor, you need to keep track of a lot of client information, and with Raynet, you'll always stay organized. Use custom fields to record everything you need – personal info, contacts, even hobbies.
Detailed overview of products pending
Track your financial product sales more effectively by keeping tabs on the stage of each deal. You’ll know the commission at stake and whether you’re succeeding in areas like mortgages or car insurance.
Comprehensive client history
With Raynet, you’ll have a complete record of everything you’ve discussed with a client, whether in meetings, over the phone, or by email. Did the client mention they’re considering a business loan in addition to a mortgage in the future? Note it down, and you can bring it up at the next meeting.
We've been using Raynet for 5 years, and it has come a long way—many new features and improvements have been added. Working with Raynet is simple, intuitive, and flexible—it adapts to any business just like a yoga expert.
Eva Pustelnik
Specialist in property insurance, CHP Finance
Forgotten contract renewal deadlines are a thing of the past
Raynet will remind you of upcoming contract anniversaries, so you can contact clients in time for renewals. Set reminders for any document or event and keep dates and times off your mind.
Data filled in automatically
Do you have entrepreneurs among your clients? With Raynet, you can create a record in just seconds. The system will automatically fill in most of the details from various business registers.
