Wer nutzt diese Software?

We target independent financial advisors and small & medium-sized firms. Our bread & butter are insurance agents, financial planners, wealth managers, and financial advisors.

Durchschnittliche Bewertung

13 Bewertungen
  • Gesamt 4.7 / 5
  • Benutzerfreundlichkeit 4.6 / 5
  • Kundenservice 5 / 5
  • Funktionen 4.5 / 5
  • Preis-Leistungs-Verhältnis 4.8 / 5

Produktdetails

  • Startpreis 79,00 $/Monat
  • Kostenlose Version Nein
  • Kostenlose Testversion Ja
  • Einsatz Cloud, SaaS, Web
    Mobile - iOS Native
    Mobile - Android Native
  • Training Live Online
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • Finaeo
  • https://finaeo.com/
  • Gegründet 2016

Über 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 Funktionen

Der Softwareanbieter hat diese Information nicht vervollständigt.

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Die hilfreichsten Reviews für Finaeo

Next level CRM

Bewertet am 23.3.2017
Jon C.
Certified Financial Planner
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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

Finaeo & their team totally outstanding!

Bewertet am 4.4.2017
Terra B.
Finanzdienstleistungen, Selbstständig
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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

The People Make the Product

Bewertet am 4.4.2017
Sarah C.
Administrative
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

Vorteile: User friendly
Great customer service
Easy to use layout

Nachteile: None so far

Finaeo makes running your financial advisory practice easier, more fun, and more profitable

Bewertet am 7.4.2017
Jeff B.
Quelle des Nutzers 
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
Preis-Leistungs-Verhältnis

Kommentare: Finaeo is an awesome, early-stage product for financial advisors. They are working hard and succeeding at filling a niche in how financial advisors better manage their books of business. This, in turn, makes it easier to stay on top of the core function of our business: managing our client relationships. Finaeo is already useful -- from tracking meetings and important notes to the size and timing of deal-flows -- and they've only just begun. What they end up doing with Domo, their AI assistant, may prove to be the game-changer that slays all other CRM-type competitors in this niche. It's exciting to see what lies in store both for the product but also for the modern-day advisor looking to stay on top of the many moving parts that compete for our focus day-in, day-out. I highly recommend considering making Finaeo your go-to CRM for your financial advisory practice.

What our industry has been needing . . .

Bewertet am 15.4.2017
Howard K.
CEO
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Couldn't recommend this product enough to other people in the financial services and insurance industry. This product was built for them!
Recommendation to other buyers: Definitely take a close look at this if you're in insurance or financial services.

Vorteile: Pros: Very clean design and modern looking. Built specifically for financial advisors and brokers, so tracks the right information for me.

Nachteile: Cons: Nothing major

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