OA Life + CRM (formerly Money Advice +CRM) Overview
Money Advice, now rebranded as OA Life + CRM, addresses the challenge of managing financial advice and client relationships in the financial services sector. By integrating CRM functionalities, it facilitates streamlined client interactions and data management, enhancing client engagement and service delivery. The platform is particularly valuable for financial advisors seeking to improve client retention and satisfaction through personalized communication and efficient data handling. This strategic tool aids in optimizing client portfolios and financial planning processes, ultimately driving business growth and improving ROI for financial service providers.
Use Cases
Customers recommend Proposal & Quote Management, Workflow Management, Relationship Management, as the business use cases that they have been most satisfied with while using OA Life + CRM (formerly Money Advice +CRM).
Business Priorities
Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using OA Life + CRM (formerly Money Advice +CRM).
OA Life + CRM (formerly Money Advice +CRM) Use-Cases and Business Priorities: Customer Satisfaction Data
OA Life + CRM (formerly Money Advice +CRM) works with different mediums / channels such as Website.
OA Life + CRM (formerly Money Advice +CRM)'s features include Calculator, and Templates. and OA Life + CRM (formerly Money Advice +CRM) support capabilities include 24/7 Support, Phone Support, Email Support, etc. also OA Life + CRM (formerly Money Advice +CRM) analytics capabilities include Custom Reports, and Analytics.
Peer review evidence (same sources as the product rating summary)
"...more Provide advice through best price quotes on your web site and receive email notifications of all the enquiries generated...." Money Advice
"...Money Advice +CRM is our enterprise version of the software and Money Advice is a limited edition CRM, Workflow and Compliance...." Money Advice
"...Critical to today s modern intermediary is the ability to manage the entire sales process from start to finish, maintain client data, be compliant, treat customers fairly and proper relationship management...." Money Advice
Money-advice-crm offers web-based software packages for financial professionals, including an enterprise version (Money Advice +CRM) and a limited edition (Money Advice). Comprehensive solutions enable compliant, high-quality advice and services.
OA Life + CRM (formerly Money Advice +CRM) Customer wins, Customer success stories, Case studies
What solutions does OA Life + CRM (formerly Money Advice +CRM) provide for Proposal & Quote Management?
How does OA Life + CRM (formerly Money Advice +CRM) facilitate Workflow Management?
11 buyers and buying teams have used Cuspera to assess how well OA Life + CRM (formerly Money Advice +CRM) solved their business needs. Cuspera uses 152 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.
Peers used OA Life + CRM (formerly Money Advice +CRM) for proposal & quote management and workflow management
OA Life + CRM (formerly Money Advice +CRM) Features
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| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (22) |
| Analytics | Read Reviews (8) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (22) |
| Analytics | Read Reviews (8) |
Software Failure Risk Guidance
?for OA Life + CRM (formerly Money Advice +CRM)
Top Failure Risks for OA Life + CRM (formerly Money Advice +CRM)
OnlineApplication Profile
Company Name
OnlineApplication
Company Website
https://www.onlineapplication.io/HQ Location
6 Carmody St Business Park, Ennis, IE
Employees
11-50
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