Ever wanted to get your own app for your financial advisor business but no idea how?
Give your customers the latest advice and guidance about managing their personal or business finances and reward their loyalty when they sign up for any of your financial products or services.
Loyalty Cards & Coupons
A great way to build loyalty with your customers by offering exclusive rewards after meeting a set criteria. Such as making a booking of monthly audits a year at a time and getting 2 months free.
Support & Guidance
Provide a great resource of information for your customers to help them to be on top of their personal or business finances.
Allow your customers the ability to book appointments with you from within the app when they need to.
Need to keep your clients up to date with information or notify them of a promotion. You can send out push notifications whenever you need to.