Remote and Mobile Friendly Prospecting, CRM and Onboarding
Sycamore’s marketing and client management solution can make a big difference in your advisors’ ability to attract, engage and onboard new customers while keeping pace with the ongoing needs of current clients. We make sure advisors have 24/7 access and visibility into their clients’ activities and positions, and increase productivity through integrations to streamline processes and reduce paper-intensive work.
Marketing
- Allows advisors to integrate prospect lists, automate marketing efforts and organize the sales process
- Enhances marketing automation through integration with many popular email marketing platforms
Client Management
- Provides instant access to all client details, activities, portfolios and holdings
- Makes sure nothing falls through the cracks
Mobility and Remote-Ready
- 100% in the cloud
- Ideal for remote work environments
- Accessible from a desktop/laptop, tablet or smartphone – anywhere, any time
Outlook / Google Integration
- Provides bidirectional integration with Microsoft Outlook, Gmail and Google Calendar
- Seamlessly records emails and creates contacts and leads
Paperless Office
- Forms processing
- Document management
- e-signature integrations
- FINRA compliant document retention
- Online new account opening
