About Fisco Connect
Fisco Connect: Your Platform for Innovative Financial Solutions
Our Mission
At FiscoConnect.com, our mission is Financial Lead management, help advisors to effortlessly convert qualified leads into paying clients, simplify financial planning and customer management for advisors. We created the Fisco Pro Advisor Sales Funnel app to eliminate the struggles of lead management, sales conversion, managing clients with Excel sheets and provide a centralized platform for seamless financial advisory.
Why We Built Fisco Pro Advisor Sales Funnel
Financial advisors often face challenges in lead management, convert into sales, managing their clients and creating financial plans on the go. Traditional methods like Excel sheets are time-consuming, lack a centralized database, and make it difficult to forecast for families or individuals while traveling.
We built Fisco Pro Advisor to solve these problems. Our app allows advisors to:
- Convert the financial leads into sales in 3x faster
- Simplify financial planning and customer management.
- Generate detailed reports effortlessly.
- Advise clients with ease using an intuitive interface.
- Stay connected with clients through an integrated chat system.
- Access a centralized database for all client information.
- Forecast and plan on the go, without needing a laptop.