The financial services platform
built for sales professionals as the first priority
Have you always wanted to have your presence known? Perhaps you heard of how people generate leads online but haven't found a way how? Attract is now available for financial professionals to build their professional profile and generate leads passively online, even on their mobile devices!
Consultants can spend less time looking through client lists for opportunities and more time building meaningful relationships. Close makes objective and compliant advice available to even inexperienced advisers and agents, all without spending much effort on preparing for the case.
marketing automation made simple for the busy professional, so that closing existing clientele is made easy. Automatic touchpoints create attention and interest; curated sales content ensures desire and action. Professionals on Engage will spend more time with the right people, only doing their favourite thing - closing.
You're young and motivated. This is your first time in sales and you are looking to build your initial pool of contacts. Synchestra Basic is the lowest cost solution that will solve your initial prospecting woes by positioning you on social media. People reading your profile will be able to zoom in on your unique processes and getting referrals will be easy as pie. If you're ready for Synchestra Pro, manage every prospect that comes your way and systemize your processes so that you'll never forget what to do with every client.
You have been in the industry for the past 5-10 years. Awards are a given considering how good you've become at your job. Use Synchestra Basic to brand yourself to your prospects and post the good things people say about you to attract even more people. Synchestra Pro will engage the thousands of customers and prospects you have come across, automatically sending content that converts.
You are running a team or even an entire agency. Your team is stagnating, and managing the performance of every individual is your biggest challenge. Imagine if every consultant is on this platform. Every process is adhered to, every meeting results in a potential case, every client is satisfied. Even by deploying only Synchestra Basic across your agency, you can be sure your team will no longer face productivity troubles, solving your retention problems.
If you are a financial sales professional, perhaps you are struggling with postponed, or even cancelled appointments. Maybe you're just not getting the due respect as a professional. If you could get some of these problems solved, and perhaps even end up with a few extra incoming leads a month - wouldn't that be cool? Synchestra has built a tool for all of you, built for financial sales professionals, by financial sales professionals. This will help you stand out from the competition in a congested arena of noise.
Of course, you want only the good stuff to be put in your profile. See, we've got the perfect mix of keeping it open to your creativity, yet we've given you some of the best suggestions based on feedback from real professionals.
Add the media that show that customers love you and respect you. And more will follow.
Stand above the rest by sharing your unique story and methodology
Set the context even before you meet up, when they know what to expect, they will know how to behave.