Bullishly is a cloud-base interactive CRM for financial advisers that allows them to know, to retain, to connect with clients better than Salesforce and RedTail.
Traditional CRM solutions are passive data keeping tools that lack smarts. Financial Advisers end up working for the CRM, but it should be the other way around!
* Proactively aggregates client’s social data and life events for advisers. Advisers are better prepared for meetings resulting in better quality service
* Measures client interactions to understand which clients are being neglected
* Forecasts which clients have the highest asset growth potential so advisers know who to pay attention to first
* Allows advisers to quickly search through social profiles and build target prospecting lists.
Our engagement point system allows us to measure client interactions between the financial advisers and clients so advisors know how their time is spent on each client and how to spend their valuable time.