Financial Services
Manage clients. Grow your practice.
Financial advisors and planners use Inkris to track prospects, automate follow-ups, and manage client relationships from discovery through onboarding.
Built for Financial Services
Everything your financial services team needs
Replace disconnected tools with a single workspace for pipeline management, communications, and team oversight.
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What you get
- Track every prospect from first meeting through onboarding
- Automate follow-ups so no lead goes cold
- Manage client relationships with full activity timelines
- Monitor advisor performance with real-time dashboards
- Communicate with clients via built-in calling and messaging
- Supervisor tools for coaching and compliance oversight
Ready to transform your financial services operations?
Free setup this month. See how Inkris helps financial services teams close more deals, faster.