The App That Converts
Leads into Loyal Clients.
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Get India's #01 SALES CRM TOOL for Financial Advisors
Offer Automated Financial Goal Plan to your clients
IN JUST 05 MINS
- Offer Free Monthly Expense Budget To your Clients.
- Create Financial Risk Graph For your Clients
- Auto Generate Wealth Management Plan For your Clients
- Generate Free 10-12 Pages Financial Goal Report for your Clients
- Calculate Future Value of Your Client's Financial Goals
Benefits of using myFinergy app
how financial advisors benefit from using MyFinergy
Top advisors follow 5-50-500 sales process using MyFinergy app.
In your 1st meeting offer Financial goal report to your clients
in just 5 mins
Educate your clients about the future value of their goals and Provide them with accurate Quotations based on this data.
in the next
50 mins
offer your client with detailed solution to achieve their goals using myfinergy app’s automated planning tools
Enjoy client loyalty for the next
500 months
the financial goal planning approach will ensure you with multiple new business opportunities from one single client
Mastering Proven Strategies That Drive Real Results
- Money back guarantee
- Scalable growth tools
- Access to members-only community
MyFinergy is
used and recommended by
See How My Finergy Can Work for You
Manage your clients, leads, and sales all in one place with powerful CRM and automation tools.
Frequently Asked Questions About MyFinergy
Everything you need to know about the product and how it works. Can’t find an answer? Please chat with our friendly team.
Finergy application is a financial Goal planning tool designed for Insurance and Mutual Fund Agents. Its purpose is to assist these professionals in guiding their clients to better understand and plan for their financial goals.
With the details and analysis provided by the Finergy Tool, Advisors can effectively guide their clients to achieve their financial goals.
The Finergy Tool subscription is exclusively available for licensed financial distributors who possess an IRDA certification, an AMFI certification, or an RIA registration.
These ensure that users of the Finergy Tool are qualified professionals who possess the necessary knowledge and expertise to provide sound financial advice and guidance to their clients.
Yes, the Finergy Tool enables financial goal planning by providing a list of popular financial goals to choose from.
Once a goal is selected, the tool automatically analyzes it on various parameters such as the future value of the goal, tenure available, inflation rate, life expectancy, and more. With this detailed goal analysis and data, advisors are empowered to provide customized solutions to help their clients achieve their financial objectives.
It offers numerous benefits, including helping agents make a positive first impression on their clients, educating clients, enabling goal-based financial advising, and monitoring long-term progress of their Goals.
Finergy users have reported 10 times growth in business after using Finergy. Overall, the tool is designed to assist financial advisors in delivering high-quality financial planning services, resulting in improved client satisfaction and increased revenue.
Yes, the Finergy Tool includes built-in customer relationship management (CRM) features that allow you to track your leads and monitor the progress of follow-ups.
You can access all of your client’s Finergy plan details through the CRM, and you can also upload other relevant client documents to the application. The tool’s CRM features are designed to provide you with a comprehensive view of your business pipeline. delivering high-quality financial planning services, resulting in improved client satisfaction and increased revenue.