Ebix CRM Technology
Curated by SignalPractice management solution streamlining operations for Canadian financial advisors.
Overview
Ebix CRM Technology offers SmartOffice True Practice Management, a comprehensive solution designed specifically for Canadian advisors and agencies. This platform integrates seamlessly with Office 365, enhancing productivity through CRM capabilities across Outlook, Excel, and Word. SmartOffice provides essential features like investment and policy tracking, time and calendar management, data security, and compliance, enabling users to effectively manage their practices. The target audience includes financial advisors and agencies seeking to streamline operations while maintaining robust cybersecurity for client data. With over 25 years of experience in the industry, Ebix CRM Technology empowers professionals to optimize their workflows and enhance client relationships.
Key facts
- Founded
- 2010
- Headquarters
- Montreal, Canada
- Stage
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- Industry
- Financial Technology
- Sector
- Banking Technology
Business model
- GTM channel
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Contact
- Primary office
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Open roles
79 rolesAnalista De Sistemas Sênior
Pouso Alegre, Minas Gerais, Brazil · Remote · Full-time
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Maceió, Alagoas, Brazil · Remote · Full-time
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São Leopoldo, Rio Grande do Sul, Brazil · Remote · Full-time
