The future of your financial services organization hinges on your ability to deliver experiences your customers will value.
Your customers expect effortless service and communication with you across web and mobile.
The CentricMinds Digital Management platform allows financial service organizations to accelerate their delivery of exceptional customer service to their active and prospective client base.
Whether you're in wealth management, insurance or financial advisory services, our integrated platform enables you to create customer profiles within our cloud-based Intranet and Document Management environment, develop workflows to action and distribute customer oriented tasks and documents, and ultimately share completed documentation with your customers via a secure Extranet. If they have an iOS and Android device, you can push notify them of updates to their information and more.
The CentricMinds Digital Workplace platform enables financial services professionals to:
Read reviews from our customers who rely on CentricMinds Intranet, Document Management and Web Portal Software to drive their organizations.