Solution4 - The Financial Services Engine

CRM

SENRO caters for both Financial Advisers and Mortgage Brokers, allowing the storage of information associated to Pension, Investment Protection, mortgage and general insurance, for both personal and corporate clients.

We appreciate the importance of getting maximum benefit from the data captured without spending hours inputting the information. SENRO’s data entry has been made quick and easy using intuitive fields, drop down menus and pre-entered information. There is no data duplication and SENRO operates on a fully relational SQL database. This means that information entered can be extracted and used to automate your business processes, including marketing, pipelines, reports and diary management.

We believe your client information is the most valuable asset your business has, so it is important that the data is stored in a secure and safe environment.

SENRO is available online and hosted in a professional hosting environment, with user access level restrictions and 128bit encrypted password protection. This provides numerous benefits, including automatic daily back-ups, secure access to client files from any computer in the world and a single system for your entire team.

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