Made for Canadian Financial Advisors 🇨🇦
Simplify Your Client Interactions
(With an Easy-to-Use CRM)
With Cloven, CRM for Financial Advisors, create comprehensive client profiles in a centralize hub, use pre-built reporting and automations to follow up on key dates, and simplify your software stack with Cloven’s productivity suite.
Used by high-performing financial advisors in Canada
The Problem
I use too many systems. Things need to be simple and in 1 spot.
- Your client info is everywhere– on paper, spreadsheets, digital tools you’re not using
- Double entry is a constant nuisance since your tools don’t integrate
- You’re eager to adopt modern tools like digital notes and email integrations
- You know that your process can be more efficient, but not sure where to start
- You need an easy way to ensure compliance across your team
Step #1
Import Your Data
Whether your current clients are in Excel, or another CRM like ACT!, Maximizer or Salesforce, it can be imported into Cloven!
To do this, simply use Cloven’s intuitive drag-and-drop editor, or work with one of our amazing partners to do if for you.
Step #2
Build Your Client Profiles
For each client, write notes, identify relationships with other clients and COIs, upload emails/documents and much more!
[Bonus]: If you’re thinking of selling your business one day, this hugely increases value
Step #3
Nurture Leads and Automate Onboarding
Use Cloven’s pipeline to track leads, collaborate with your team and set reminders for yourself. Ensure no lead ever falls through the cracks.
Note: Our pre-built integrations, like SideDrawer, fully automate key parts of your onboarding process.
Step #4
Strengthen Client Relationships
Stay up-to-date with upcoming life term renewals and annual reviews with Cloven’s pre-built reporting.
Automatically follow up on these key events using tools like Cloven’s Portfolio Summary generator.
Step #5
Simplify Your Software Stack
One of the biggest “unlocks” with Cloven is our productivity suite.
Get 50+ digital tools such as E-Signature, Calendar Bookings, Social Media Manager, Online Forms and more…at no extra cost.
The best part? It’s all part of 1 system– so no need to spend endless hours building integrations.
Is Cloven Right For Me?!
Still not sure if Cloven is right for you and your business? Take our Fit Assessment Survey to determine your “CRM archetype”:
 Here’s Why Teams in Canada Are Using Cloven
“Cloven has been a tremendous asset to our team, and a key factor to our growth as a firm. We always receive exceptional service, so that our CRM can evolve with our business needs.”
Doug Adlam, Managing Partner, Gambit Wealth
“Through working with the Cloven team, I’ve been able to automate key customer touchpoints. Not only has this saved me time, but it’s led to countless upsell opportunities.”
Cory Greenspan, President, Rockfield Financial
“With Cloven, I can be confident that I’m following up with each client appropriately and no-one is falling through the cracks. It provides the system to allow us to scale our business.”
Austin Wassink, Principal Advisor, Hometown Life Insurance
Have Specific Questions?
We understand that a face-to-face conversation is sometimes best. Let's get on a call sometime to explore Cloven and get all your questions answered!
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