A Free 10-Min Financial Health Checkup that will help you achieve your financial goals.
The agent dashboard lets the Finergy agents manage their clients and conversions. A sophisticated customer relationship management system that allows agents to keep a track of each client's Finergy score, maintain a log of communications with clients, view their purchase history and much more. It also lets the agent keep a track of the number of clients he has onboarded along with the number of conversions.
Red: 225 Green: 203 Blue: 0
Red: 31 Green: 39 Blue: 62
Red: 116 Green: 132 Blue: 145
Red: 55 Green: 66 Blue: 72