SWIVEL,
MORE THAN A CRM
All-in-one operating system designed for all financial professionals and their clients.
*Free for 14 days. No credit card required.
SWIVEL,
Work smarter,
not harder
with Swivel®
Stay organized and efficient throughout your day by managing, tracking and nurturing your client relationships — your way. Whether you’re an agent who sells specific products, an advisor who provides comprehensive services, or an FMO, IMO or agency, Swivel does it all.
.png)
.png)
.png)
Customize your CRM to work for you
You have better things to do than set up your CRM. Create tailored to-do lists and tasks that work the way you throughout the customer journey. Easily enter your data, customize your workflows, and automate your tasks.
Automatically gather all of your client information in one place
See all your clients’ assets, policies, statements — and your commissions — in one place. Our patent-pending data aggregation technology makes it easy. With Swivel, account information is always accurate, aggregated and updated, making reviews and audits automatic.
.svg)
Make good decisions, fulfill your commitments and drive accountability
Our reports and visual dashboard provide greater visibility and follow-through. As a result, Swivel improves the customer experience, builds trust, increases accountability, reduces costs, and improves operational efficiency and compliance.
.png)
We've Walked
In your
Shoes
As a successful financial professional, Swivel’s co-founder and CEO knows firsthand what it takes to build a thriving, multi-faceted business. This unique perspective led us to create a system that supports all financial services through each step in your customer journey: lead, opportunity, sales, and retention.
