If you’re serious about solving your issues in sales, from lead generation to sales conversion, you need to sign up for the only platform for financial consultants, built by financial consultants.
SyncBiz Is A Tool To Put A Stop To These Challenges
WHY ARE FINANCIAL SALES PROFESSIONALS STRUGGLING OR STAGNATING?
POOR QUALITY LEADS
Be it roadshows, street surveys or even internet marketing, most prospecting methods are meant to make consultants spend more time with the wrong people. When you have these leads, even fixing an appointment is already tough.
UNQUALIFIED PROSPECTS
Even if you can meet up with a prospect, there’s a risk of them being low quality as well. From someone who’s not ready for financial advice, to people with no spare cash at all. No consultant wants to spend time with such prospects.
NOT BUILDING A DATABASE
Do you know everything about your customers? How about your prospects? Much lesser, leads? If you’re not collecting enough information about them, it’s hard to even open cases, much less close them.
NOT ENGAGING EVERYONE
Most consultants don’t spend any effort with leads that don’t meet up, nor prospects that don’t buy. But only few understand that No may not mean Never. Our consultants that engage their leads slowly nurture leads who are not ready to buy from them now, to buy only when they are ready.
But how do you do this in the easiest possible way?
We provide one platform that does it all, and more.
Just 3 Easy Steps With SyncBiz
Step 1: Send out your custom link to all your contacts!
From SyncBiz, you’ll be able to get your unique link, and you can share it via Whatsapp, text message, social media, or any other method! One click from them is all it takes to get them started on the SyncWealth App. All your contacts’ contact information will be verified and PDPA compliance will be cleared for you!
Step 2: Guide them to answer the questions that are pushed to them!
From SyncBiz, you’ll be able to get your unique link, and you can share it via Whatsapp, text message, social media, or any other method! One click from them is all it takes to get them started on the SyncWealth App.
Step 3: Fix appointments non-stop to provide consolidation services, not products
From SyncBiz, you’ll be able to get your unique link, and you can share it via Whatsapp, text message, social media, or any other method! One click from them is all it takes to get them started on the SyncWealth App.
One Platform to Solve Your Prospecting Challenges
We provide one platform that does it all, and more.
FILTER POOR QUALITY LEADS
SyncBiz users can invite anyone – their fresh leads, existing prospects, and even friends and families that they can help – to connect with them via SyncWealth. Just one unique link to forward, and you’ll have a talking point to engage your contacts on their finances. SyncWealth is the least intrusive way to create an informal client-consultant relationship.
CREATE QUALIFIED PROSPECTS
Never mix fact finds with interrogations anymore. SyncBiz allows you to find out more about your customers with fun and engaging quizzes. As the saying goes: Know thy prospect! With our fact find tools and calculators you’ll have full visibility over their needs, resulting in sales consultation conversations, not sales pitches.
ENGAGE NURTURE REPEAT CUSTOMERS
SyncBiz has consultant friendly content for your contacts to be nurtured and turned into qualified prospects. All you need to do is select the prospects that you think are most suitable to the hundreds of articles that are available to condition your contacts for the products they need!
CREATE REFERRAL CHAINS
Once you create raving fans, and added tons of value, we’ll take care of the referrals. Your best clients (or even just the good ones) can easily recommend your services to people around them, with a simple link! Every referral gets sent to your contact list as a lead, and they will be introduced to you. They even get rewarded for every lead they give you!
Best of all, getting set up is just as easy!
The entire registration only takes 5 minutes, and you don’t even have to write a single word to come up with your perfect introduction!
Easy, Effective, and Efficient.
And You Have 2 Options To Do So!
Sign Up And Explore On Your Own
Book a free consultation session with a growth consultant
We want to make sure that SyncBiz will suit your needs.
All you have to do is to book a slot with our Growth Consultants and they’ll be able to assess if SyncBiz is right for you, and guide you towards using it.