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your
clients
will
prefer and
refer
Our technology empowers insurance agents to
create Goal Based financial
strategies
for
their
clients
in under 5 minutes
Learn How
ABOUT FINERGY
Finergy is a cutting-edge tool for Insurance
and Mutual Fund Agents.
It empowers advisors
to provide customized financial fitness plans to
their clients in less than 5 minutes. Now, advisors
can focus on overall financial planning instead of just
selling a single product, making it easier
to engage with clients.
No. of Agents
345
No. of Tests
1045
Every Client
under One Roof
The Finergy Client Management Solution streamlines the process of tracking clients' finances by putting all financial data in one place, so you can focus on what matters most.
New Leads
Notification
Store Documents
Schedule Meetings
Save Notes
Reports
Set
your clients up for a
successful
financial future
Finergy delivers a comprehensive 12-page analytical report for advisors to help clients achieve their financial goals. With this report, advisors can gain a deeper understanding of their clients' financial positions and provide them with customized solutions in the form of financial products, counseling, and guidance.
BENEFITS
So awesome it’ll change your life!
Become a Financial
Advisor
Upskill
yourself
Sell beyond friends
and referrals
No more ‘pushy’
sales
Use a standard process
to acquire leads
Know what your
Client needs
Create a Personal
Brand
Advise backed with
Data and Statistics
PRODUCT FEATURES
What makes Finergy so awesome you ask?
Store and Track all your Leads at one place
Get Personalised Financial Plan for your clients
Get Reminder for Meetings and Tasks
Track Financial Fitness of your Clients
Schedule Meetings with your clients
Store Quotations
Store Policy Documents
Connecting with clients has never been this easy
Blog
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27 Apr 2023
Importance Of personal branding for Insurance Agents.
As consultants, insurance agents rely heavily on their personal brand and reputation to attract...
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28 Apr 2023
Why financial advisors should adopt technology?
As a financial advisor, your clients rely on you for sound advice and guidance on their finances...
READ ARTICLE
Let’s chat
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Support
FAQ’s
Everything you need to know about the product and how it works. Can’t find an answer? Please chat with our friendly team.
1.
What is Finergy application?
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.
2.
What is the subscription fee for Finergy?
The Finergy Tool subscription fee is Rs. 750 per
month, with a
minimum subscription period of one year.
However, we encourage you to reach out to us to learn more about
any current special discounts or offers that may be available this
month. Our team would be happy to provide you with more
information and assist you in subscribing to the Finergy Tool.
3.
Can a non-licensed financial agent subscribe for Finergy?
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.
4.
Is Financial goal planning possible through Finergy?
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.
5.
What are the benefits of having Finergy?
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.
6.
Can I track my leads in Finergy?
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.