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Invest where it matters most!

Build sustainable client relations by focusing on innovative solutions.

Kronos

Build significant relationships

Kronos Finance is a Web-based client management application specialized for finance and insurance professionals. The centralized database allows you to own and bring together all the information related to insurance and investments for your clients. An all-in-one tool aimed at maximizing and simplifying your practices.

Check out Kronos Finance for yourself

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Finance

Conceived and developed with you in mind

Integration

Aggregation

Automate the update of your data thanks to our gateways. This powerful aggregation tool allows you to sell with much less effort. By using quality data automatically integrated, focus on the essential: your client. Quickly activate the Kronos gateways, it's simple!

Integration

Integration

Increase your productivity immediately! Integrate your Google, Microsoft Exchange and Office 365 accounts directly in Kronos Finance. Opt for efficiency and simplicity by centralizing your prospect lists in a single place.

Analysis of financial needs

Analysis of financial needs

Avoid double saving, your data is integrated directly in Kronos FNA. This complete evaluation tool for calculating your clients' finance and insurance needs allows you to quickly and efficiently capture your sales opportunities.

Security for your emails

Security for your emails

Demonstrate to your clients the importance that you give to the confidentiality of their personal information. By using SecureMail, you ensure that your emails are sent in complete security. The transfer of emails and attachments via SecureMail is encrypted in the same way that banking sites are.

Audio recording

Audio recording

Kronos Voice allows you to save an audio file for each of your phone conversations with your clients. Keep track of your exchanges directly on your clients' contact sheets and increase your compliance. Kronos Voice functions on all types of telephones, including mobile devices (iPhone, iPad, Android, BlackBerry, Windows Phone, etc.).

Paperless office

Paperless office

Kronos Scan simplifies and optimizes your digitalisation and filing processes. Increase the value of your practice thanks to a paperless office. Be more productive and improve your client service immediately.

Compliance

Compliance

Allowing you to save a history of the activities executed, those activities will be automatically frozen after a period of 30 days. Increase your degree of compliance thanks to the centralization of your clients' data in a single place.

Centralization

Centralization

Access all your clients' data using the same application thanks to the various Kronos Finance modules. View your clients' insurance policies and investments, manage your appointments, send emails and centralize your documents.

A unique product adapted to your daily work

Our application distinguishes itself by its specific characteristics that add value to your practice. Benefit from Kronos advantages to better manage your clientele, while simplifying your work.

Icon agenda

Agenda

The Kronos agenda allows you to execute strict and centralized management of your client follow-ups.

Icon contact

Contact

At a single glance, access your client's global profile.

Icon messagerie

Message system

A completely integrated message system allows you to save a record of communications from your various accounts.

Icon document

Document

Archive all your documents and save them in a compliant form.

Icon assurance

Insurance

An accessible profile, complete and up to date, of the insurance policies held by your clients.

Icon placement

Investments

Quickly consult your clients' complete and actualized investment portfolio.

Icon opportunite

Opportunity

An overview of your sales opportunities integrated into the functionalities of Kronos Finance.

Icon rapport

Report

Create professional reports from all fields and target clients according to specific criteria.

Icon dashboard

Control panel

Customize your control panel and easily obtain the information you need.

Icon permissions

Permissions

Administer your database and manage each of your users' rights to access.

Icon fusion-formulaire

Merging forms

Prefill out forms based on contact information.

Icon publipostage

Direct mail

Save time by optimizing your communications.

of users stat that they are satisfied with our customer support!

"Excellent communication, and excellent follow-up!"

Gilles

Westmount, QC

"10 out of 10!"

François

Trois-Rivières, QC

"Very quick turnaround with answers to all my questions."

Nick

Darmouth, NS

"Excellent communication, and excellent follow-up!"

Gilles

Westmount, QC

"10 out of 10!"

François

Trois-Rivières, QC

"Very quick turnaround with answers to all my questions."

Nick

Darmouth, NS

$89+ tx

Per user
Per month

A simple and profitable investment. Everything you need to optimize your practice.

  • All your client data in one place
  • Unlimited data storage
  • Integrates with your existing productivity tools
  • Customer support beyond compare

Optimize your practice with Kronos Finance

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Refer us

We like to share the advantages offered by Kronos Finance, the completely re-developed CRM that simplifies the work of financial advisors.

Help us out and earn an Apple or Amazon gift card worth $75 for each new person referred who becomes a client of Kronos Finance.

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