Retyn Business Growth Platform for Financial Services
Stay one step ahead of market challenges to deliver exceptional customer experience
The AI-powered platform dedicated to financial services business offers valuable data insights and adaptive tools to overcome compliance and competitive challenges.
Core features to create new opportunities for your financial services business
CRM for financial services
Get a comprehensive overview of client journeys and business processes to improve client satisfaction and optimize processes.
Automated lead management
Filter relevant leads to the system and assign high potential ones to your skilled advisors with automated lead scoring and allocation.
Integration with financial systems
Synchronize with various accounting, investments and risk management systems to improve process flow efficiency.
Commission management system
Motivate your financial advisors with real-time rewards and incentives. Manage complex payouts including multi-tier incentives easily and efficiently.
Compliance management
Minimize the risk of penalties and win over client trust by aligning with financial industry regulations and policies.
Sales process visualization
Acquire a clear virtual representation of your entire sales process with visual tools for performance tracking and better sales forecasting.
Add-on features to optimize the performance of your financial services business
AI-powered investment recommendations
Add value to your client advisory services through insightful market trends and portfolio analysis.
Client portfolio management
Increase revenue per client and give them greater investment returns through personalized investment recommendations and insights.
Client self-help portal
Grant secure access to your clients to manage investment portfolios and schedule advisor appointments to establish transparency and engagement.
Advanced analytical tools
Analyze trends and patterns in your business processes to enhance decision making and improve operational efficiency.
Automated marketing module
Connect with your potential prospects and clients across channels through targeted campaigns and personalized marketing content.
Mobile app
Stay in the now with real-time access to clients, advisors and business performance management.
Add-on features to optimize the performance of your financial services business
AI-powered investment recommendations
Add value to your client advisory services through insightful market trends and portfolio analysis.
Client portfolio management
Increase revenue per client and give them greater investment returns through personalized investment recommendations and insights.
Client self-help portal
Grant secure access to your clients to manage investment portfolios and schedule advisor appointments to establish transparency and engagement.
Advanced analytical tools
Analyze trends and patterns in your business processes to enhance decision making and improve operational efficiency.
Automated marketing module
Connect with your potential prospects and clients across channels through targeted campaigns and personalized marketing content.
Mobile app
Stay in the now with real-time access to clients, advisors and business performance management.
Exclusive benefits of integrating Retyn Business Growth Platform for financial services
Hassle-free advisor-client
collaboration
Smarter collaboration tools help your advisors stay connected to your clients for timely support and seamless communication.
Real-time
risk assessment
Secure your business against financial insecurities with analytics-powered risk assessment tools.
Maximize
client revenue
Increase revenue per client with smarter financial strategies and AI-powered data insights.
Build
productive teams
Automate processes and implement performance trackers to improve the productivity of your teams.
Increased growth
opportunities
Offer additional investment options through cross-selling and upselling to increase overall portfolio value and meet broader financial needs.
Highly satisfied
customer segments
Appeal to different customer segments with relevant recommendations and personalized services.
Why entrust your future with us?
Tailored to your industry needs
Our solutions are focused on helping you emerge successfully past industry challenges.
End-to-end integration
Operate on one comprehensive platform integrating various financial systems for improved operational efficiency.
Adaptable growth platform
Our platform adapts to the needs of businesses of all sizes for varying growth capacities.
Smarter tech solutions
We employ and innovate with emerging technologies like AI and machine learning for businesses to stay one step ahead.
Ongoing support
Our expert team will be available at all times to attend to your needs and will ensure that you get the most out of our platform.
Advanced security framework
Our platform safeguards your business against threats and compromises with an advanced threat intelligence framework.
