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.
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.
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
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.
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.
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.
Canadian data residency is a critical for compliance.
We’re proud to say Cloven data stays 100% on Canadian soil.
Still not sure if Cloven is right for you and your business? Take our Fit Assessment Survey to determine your “CRM archetype”:
“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
Book a demo