Wer verwendet Finaeo?
We target independent financial advisors and small & medium-sized firms. Our bread & butter are insurance agents, financial planners, wealth managers, and financial advisors.
Was ist Finaeo?
Finaeo is a FREE cloud-based digital assistance platform that enables insurance advisors to save time, stay compliant, and streamline their systems to be efficient. Advisors that #RunAdvising with Finaeo has total control over their client relationships, back-office administration, product mix & data.
Finaeo – Details
Finaeo – Preisübersicht
Finaeo ist verfügbar ab 79,00 $/Monat. Finaeo bietet keine Gratisversion, aber eine kostenlose Testversion. Weitere Preisinformationen für Finaeo findest du unten.
Der Softwareanbieter hat diese Information nicht vervollständigt.
Finaeo – Nutzerbewertungen
Zeigt 5 von 13 Nutzerbewertungen
Bewertet am 21.12.2018
Vorteile: Easy to use on desktop & mobile. Clean interface & very aesthetically pleasing.
Nachteile: I understand that this product is still being worked on every day so bugs are being fixed on the regular. Other than that, I didn't find any other issues.
Bewertet am 23.3.2017
Next level CRM
Kommentare: Been using this for a couple months now. Is already turning into the best CRM I have ever used. being able to have an AI assistant send me reminder to do things I promised to clients in emails is genius. they're constantly adding new abilities and useful features that are specific to financial advisors. It' s definitely allowed me to step my game up and be on top of things far better than my old CRM and it's still in a fairly early stage. Definitely recommend getting in on this product to anyone in the industry.
Vorteile: easy to use, intuitive, the AI features and integration with mobile is good.
Nachteile: It's still being worked on so there is a lot of features that need to be added. That being said its happening at a feverish pace. Can't wait to see what this thing will do once it's fully developed
Bewertet am 4.4.2017
Finaeo & their team totally outstanding!
Kommentare: Working with the team at Finaeo has been a great experience. They listen and implement changes to the program efficiently and seeing the evolution makes it exciting to be using their program. Being a part of this process and knowing their vision, passion and where they are taking this for the future is a privilege. They are creating a product that will ultimately help me in my business to be a better, more compliant, up to date and organized me! Putting my best foot forward with my clients. Thanks Finaeo
Vorteile: the ease of use and the team of people behind the scenes, customer service
Nachteile: don't have any
Bewertet am 29.11.2018
Finaeo Usage Experience
Vorteile: IT product convinient for use and justifies its designation.
Nachteile: Lags of obvious usage running app (graphically determined).
Bewertet am 4.4.2017
The People Make the Product
Kommentare: Finaeo is one of the most user friendly platforms I've ever used. Our company has gone through a lot of different financial platforms and this is by far the easiest to use and the nicest layout. Everything is easy to find and it's so easy to update files and keep track of tasks and appointments. The guys at Finaeo are absolutely the best customer service team out there. They really know they're stuff and are always available to help out and answer any questions you have. I would definitely suggest anyone in need of a client database needs to try Finaeo.
Great customer service
Easy to use layout
Nachteile: None so far