WORK SMARTER, NOT HARDER
Make your CRM work for you. Swivel℠ improves efficiencies, reduces manual labor and gives back what matters most. Now you can focus on high-impact priorities, meeting with clients and delivering more value to them.
Swivel℠ is the only
CRM that works
for all financial professionals
Stay organized and efficient throughout your day by managing, tracking and nurturing your client relationships — your way. Whether you’re an agent who sells specific products, an advisor who provides comprehensive services, or an FMO, IMO or agency, Swivel does it all.
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We customize your CRM for you
You have better things to do than set up your CRM. Our concierge service works with you to configure your CRM to work the way you want. We quickly import your data, customize your workflows, and automate your tasks.
Automatically gather all of your client information in one place
See all your clients’ assets, policies, statements — and your commissions — in one place. Our patent-pending data aggregation technology makes it easy. With Swivel, account information is always accurate, aggregated and updated, making reviews and audits automatic.
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Make good decisions, fulfill your commitments and drive accountability
Our reports and visual dashboard provide greater visibility and follow-through. As a result, Swivel improves the customer experience, builds trust, increases accountability, reduces costs, and improves operational efficiency and compliance.
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We've Walked
In your
Shoes
As a successful financial professional, Swivel’s co-founder and CEO knows firsthand what it takes to build a thriving, multi-faceted business. This unique perspective led us to create a system that supports all financial services through each step in your customer journey: lead, opportunity, sales, and retention.
annuities/medicare supplement/life insurance/wealth management
annuities/medicare supplement/life insurance/wealth management
CUSTOMER STORIES