Union.digital is a comprehensive financial CRM software tailored to meet the unique needs of financial services organizations. The platform provides tools for managing client relationships, tracking sales opportunities, and streamlining communication between financial advisors and clients. With its intuitive interface, users can easily access client profiles, monitor interactions, and manage follow-ups, ensuring that no opportunities are missed. Union.digital also includes features for document management, allowing users to store and share important files securely. The software’s analytics and reporting capabilities provide valuable insights into client behavior, enabling financial professionals to personalize their services and improve client retention. Integration with other financial tools enhances functionality, providing a seamless experience for users. Ideal for financial advisors, wealth management firms, and insurance agencies, Union.digital helps organizations enhance client engagement, improve operational efficiency, and drive business growth.
Union Financial Technologies
2012
Estonia
Proprietary
Expense Tracking
