Make your CRM work for you. Swivel® improves efficiencies, reduces manual labor and gives back what matters most. Now you can focus on high-impact priorities, meeting with clients and delivering more value to them.
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.
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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.
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.
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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.
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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.
