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.
Conceived and developed with you in mind
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!Discover Available Gateways
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
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
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.
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.).
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.
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.
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.
The Kronos agenda allows you to execute strict and centralized management of your client follow-ups.
At a single glance, access your client's global profile.
A completely integrated message system allows you to save a record of communications from your various accounts.
Archive all your documents and save them in a compliant form.
An accessible profile, complete and up to date, of the insurance policies held by your clients.
Quickly consult your clients' complete and actualized investment portfolio.
An overview of your sales opportunities integrated into the functionalities of Kronos Finance.
Create professional reports from all fields and target clients according to specific criteria.
Customize your control panel and easily obtain the information you need.
Administer your database and manage each of your users' rights to access.
Prefill out forms based on contact information.
Save time by optimizing your communications.
of users state that they are satisfied with our customer support!
"Kronos Finance has been a key tool in managing our growth and has allowed essential internal collaboration."
"Excellent communication, and excellent follow-up!"
"10 out of 10 !"
"Very quick turnaround with answers to all my questions."
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
Tricks of the trade
Solid advice from our experts to help you optimize your business practices. See how the best advisors work so you provide your clients with unparalleled service.