The intelligent CRM
Designed specifically for Financial Advisors to free you up for spending more time with your clients and growing your book.
A typical Financial Advisor will spend the majority of their time on meeting preparation, administrative tasks, data management, yet the key to a successful practice is spending that time with clients.
Introducing Sunbrd CRM - offering all the core features you'd expect from a CRM, with value add features that you'd typically need to purchase other tools for, and built from the ground up to take advantage of all the benefits of AI. All geared towards saving you time to put towards your relationships and delivering insights to help you grow your practice.
Teaser
Features
The Team
We are two finance industry veterans, with 20+ years experience each in the application of data and technology to further sales, client service, and marketing efforts. We are currently holding down day jobs, while we assess market fit and secure funding to make this product a reality.
Contact Us
If you have an interest and would like to see this product built, please let us know!