We believe that the most valuable asset in for any financial adviser or insurance agent is the end customer, and not individual products which serve as solutions to a specific wealth management need within a period of time in the customer lifetime. For this reason, we focus in enhancing and simplfiying multiple ways provide Lynkos' users with customer insight that goes beyond product management.
In a single spotlight view, users can see their customer's products portfolio and cross & up selling opportunities; together with valuable customer relationship cummulative data. Products are grouped by type and carrier, including:
While traditional financial planning solutions focus on products portofolios, and CRM applications on client relationship management, Lynkos combines the best of both worlds, with real time data streaming through a simple and intuitive user interface.
Visit our CRM & Accounts page to learn more about Lynkos!
8424 N.W. 56th Street
Suite MVD 717107625
Miami, FL 33166
Latin America +598 2518 3494
United States +1 646 775 9068
United Kingdom +44 203 318 1052
China +86 20 2889 3092
Cyprus +357 2303 0020