As a thank you for using our Broker CRM system, we’ve given you a free 60-day trial of the finova Client Portal, which is available for you to use now in your finova CRM!
With a range of intuitive features, the finova Client Portal helps your business remove manual processes and collaborate more with new applicants, quicker than ever before.
Adviser and customer tasks are displayed clearly on a user-friendly dashboard – which promotes improved customer engagement and a fast, efficient process. Best of all, the Client Portal seamlessly integrates with your existing finova Broker CRM.
“The resulting client engagement has been remarkable and the ensuing increase in business very apparent.”
We have a range of educational resources to help you and your team get up and running, quickly and easily, with the finova Client Portal.
We're running several educational webinars about using the finova Client Portal. Each webinar will cover:
We’d be happy to help you make the most of your 60-day free trial. Send us a message with any questions you might have or to arrange a training session with our specialist broker support team.