Works with your CRM. Keeps the record current.
Alcova works with the firm’s existing CRM, keeping the record current and doing the work across it. It writes back from meetings, emails and documents. The CRM stays the record.
Salesforce FSC and Microsoft Dynamics 365, named as integrations.
No copy-paste. No manual data entry.
The record lives in the CRM. Keeping it current is manual.
The CRM is where the record lives. Notes, updates and follow-ups get entered by hand, or not at all.
When entry depends on someone finding the time, the record drifts from reality. The CRM is doing its job. The keeping current is the work.
The CRM stays the record. Alcova does the work.
The CRM stays the record. Alcova does the work across it. Alcova reads from and writes back to the CRM, file notes, contacts, tasks and follow-ups, from meetings, emails and documents, so the record stays current without manual entry.
The firm’s CRM
Where the record lives, and stays. The firm’s source of truth for client data, kept as it is.
Alcova
Reads from and writes back to the CRM, keeping the record current from the work as it happens.
What Alcova does across the CRM.
Two kinds of work, with the firm’s permissions enforced. Keeping the record current with write-back from the work, and running the support tasks off the firm’s CRM data.
Salesforce FSC and Microsoft Dynamics 365 are live integrations, confirmed against current product state.
The CRMs your advisers run on.
Alcova writes back through the CRM’s own integration, with the firm’s permissions enforced. Salesforce Financial Services Cloud and Microsoft Dynamics 365 are live today.
CRM vendors are named as integrations, never compared or ranked.
Alcova reaches only what the adviser is permitted to see.
Access is scoped to each adviser, and every action is logged.
Alcova accesses only the client data the adviser is permitted to see.
Client data stays where the firm keeps it.
A record of each read and write-back.
The full treatment lives on Security.
The questions firms ask first.
Does Alcova replace our CRM?
No. The CRM stays the firm’s record. Alcova works with it, doing the work, reading from and writing back to it, so the record stays current. The firm keeps its CRM.
Which CRMs does it work with?
Salesforce Financial Services Cloud and Microsoft Dynamics 365, both live integrations, confirmed against current product state.
How does it keep the record current?
Alcova writes back to the CRM from the work itself, file notes, contacts, tasks and follow-ups, drawn from meetings, emails and documents, so the record updates without manual entry.
Is client data safe?
Alcova accesses only the data the adviser is permitted to see, and every action is logged. The full treatment is on Security.
How does it write back?
Through the CRM’s own integration, with the firm’s permissions enforced. Alcova adds to the record the firm already keeps, rather than holding a copy of its own.
The record stays yours. The work runs on Operator.
Working with the CRM is one part of it. Operator is the whole. A walkthrough takes thirty minutes, or see pricing first.