At the core of our technology offering is an affordable CRM that helps you organize, administer, communicate, and stay compliant. As an independent professional, we believe that you should have the flexibility to decide what will have the greatest impact on your business. To that end, we provide options in addition to the mandatory CRM that offer workflow efficiency, better client communications, and marketing to help maintain and grow your business. At Hazard & Siegel, you have the freedom to decide which systems work best for managing client assets, portfolio analysis, financial planning, client communications, and marketing. It’s all about finding the tools that work best for you and your clients.
- State-of-the-art CRM – Customer Relationship Management
- Fill out applications by hand, Laser App, or fillable PDF
- Quick and secure automated paperwork submission through the CRM
- Maintain consistent communication with your clients through the CRM communication system
- Streamline account processing with electronic signature
- You decide what systems work best for you for managing client assets, portfolio analysis, financial planning, communication, electronic signatures, and marketing, with compliance approval