Introvice
Curated by SignalClient communication solutions enhancing interactions for wealth managers.
Overview
Introvice is a fintech company that offers communication solutions tailored for wealth managers. The platform is designed to enhance interactions between financial advisors and their clients. It includes a lead management system and a customer relationship management (CRM) system aimed at streamlining processes and improving operational efficiency within financial services, particularly for mortgage advisers. Introvice integrates features such as secure messaging, video conferencing, and collaborative financial planning tools. These features are intended to facilitate transparency and engagement by providing real-time access to portfolio performance and personalized insights. The system aims to address issues related to lead management and communication, allowing wealth managers to strengthen client relationships and respond to client needs while adhering to data security standards.
Key facts
- Founded
- 2017
- Headquarters
- Bournemouth, United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 7 products and services
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Contact
- Primary office
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- Phone
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