CRM Integration, Simplified.
CRMs are an essential component of the onboarding process. They provide a mechanism by which you can effectively store and manage client data. IFS's CRM integration capabilities allow you to make the most of the data captured by your CRM. With IFS's Onboarding Solution integrated with your CRM tool, you gain efficiency and accuracy. And, with the right tools and the right data, your firm is better equipped to help clients meet their investment goals.
Integrates With All the Leading CRMs
Client Success Story
“In many respects the viability and effectiveness of our CRM hinges on the ability to fully integrate with our brokerage account servicing solution. IFS integration capabilities, such as SSO, open data architecture, deep linking, two-way client data updating, and customizable user interface, allow us to present the IFS application as a component within our CRM. Our Advisors can initiate and manage brokerage transactions from the CRM and often don’t know where one application ends and the other begins. As we continue to add more integrated brokerage transactions into the CRM, our Advisors will be more effective and productive, which is the promise we envisioned for our CRM.”
Learn more about the importance of integrated CRMs and Onboarding Systems by downloading our free whitepaper below.