Lynkos

We aim to simplify and not complicate our users' life. We focus in perfecting the 20% of applications that account for 80% of what users typically use. Lynkos is not a standalone CRM or any other sort of off-the-shelf bussiness application, it is an integral solution for financial services intermediaries, with everything they need and nothing else!

For each product and accounts on your customers portfolio, Lynkos is capable of providing real time data feeds, directly from the financial institutions of your choice. Data includes:

• Accounts overview
• Policy & account owners data
• Payments & premium history
• Transactions history
• Account balance & surrender value
• Fund prices & portfolio allocation
• Account performance
• Beneficiaries
• Claims history
• Credit card collections
• Miscellaneous

Lynkos takes your customer relationship to a whole new level. It is not just another CRM, we have designed each feature specifically for financial advisors and insurance agents, targeted at generating actions that make you sell more and keep up with your customer relationships requirements for the whole of your customer's life cycle.