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.
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.
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.
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.
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.