Upswing CRM Announces General Availability of Version 2.0 for Financial Advisors
New on-demand service for customer relationship management combines time-saving interface and workflow efficiency with industry-specific features for financial advisors
September 2 2008
New York, NY -- Upswing CRM today announced officially the general availability of "Upswing CRM for Financial Advisors," version 2.0, an on-demand customer relationship management service for financial service professionals in the investment advisory business. "We've been flying under the radar with the soft-launch this summer, and now we're ready to promote Upswing CRM aggressively to financial advisors and broker-dealers," said Alex Turnbull, product manager for Upswing CRM.The new version of Upswing CRM delivers a broad array of on-demand CRM capabilities and a clean, intuitive interface that allow financial advisors and their teams to improve business relationships with their clients and collaborate as a team in secure web-based workspaces. Upswing CRM is available as a hosted service at UpswingCRM.com, where financial advisors can view tours and sign up for free to immediately trial Upswing CRM. On-premise and hybrid solutions are also available for broker-dealers to integrate their enterprise platforms via web-services integrations with Upswing CRM.
Upswing CRM is different from earlier on-demand CRM systems in a number of ways. Advanced features in Upswing CRM include:
- A radically simple, time-saving interface that's easy to view and more efficient than earlier on-demand systems in terms of the number of clicks/keystrokes required to perform frequent actions
- A full suite of features and workflows tailored for financial advisors to improve their business practices
- Pre-built integrations with complimentary applications like LaserApp, Albridge, and MoneyGuidePro
- Simple and automated data importing from Outlook, ACT, Goldmine, Salesforce.com, etc.
- A multi-tenant, web-services based architecture for scaling efficiency and third-party integrations with complimentary technology, application, and content providers.
- Significant cost savings with a price ranging from $20 - $37 per user, per month, with no long term contracts.
- A platform for social networking features between advisors and clients and internally among teams (more Web 2.0 features to be announced in the fall).
Alex Turnbull added, "Financial advisors aren't data entry clerks. Upswing's efficiency and simplicity free up time for high-powered advisors to be more productive and happier about their daily work. With its ease of use and relevance to the ways financial advisors work, we think Version 2.0 of Upswing CRM and forthcoming feature additions will make this product quite popular among financial advisors and broker-dealers."
About Upswing CRM
Upswing CRM, LLC, based in New York City, designs, develops, markets and operates user-centric on-demand CRM systems. Founded by entrepreneurs with previous experience in financial services, enterprise software, and Web 2.0 businesses, the company has adhered to a focused product development strategy that fuses product functionality with design simplicity and exceptional usability to improve CRM productivity and success.