Never update your CRM again.
Alcova is ambient in the adviser’s day. The meeting ends and the file note is in, the follow-ups are tasks, the details that changed are changed in the record. Nobody opened the CRM to type.
Works with Salesforce Financial Services Cloud, Microsoft Dynamics 365 and HubSpot.
The meeting ends. The record is already right.
Alcova sits with the work as it happens, the meeting, the email, the document, and writes the record from it. By the time the adviser is back at their desk, the note is filed, the follow-ups are tasks and the number the client corrected is corrected in the CRM.
Not into a copy. Into your CRM, through its own integration, with the firm’s permissions enforced.
The record, minutes after the meeting. Nobody opened the CRM.
A record is only as good as its last update.
Notes, tasks and changed details get entered by hand, or not at all. When keeping the CRM current depends on someone finding the time, the record drifts from reality, and every piece of work that runs on the record inherits the drift.
The CRM is doing its job. Manual entry is the part that fails.
A week of client work the record never heard about.
Write-back through the CRM’s own integration.
Meetings, emails and documents become activity records, tasks, contact notes and calendar events, written to the CRM the way it expects, with the compliance record kept beside it.
No copy-paste. No manual data entry.
Salesforce FSC Financial Services Cloud
Dynamics 365 Microsoft
HubSpot CRM platformAdvisers advise. The record keeps up.
There is no end-of-day CRM session and no backlog of half-remembered updates. The work the adviser already does is the update.
And nothing about the CRM itself changes. An adviser who wants to type still can. There is simply less to type.
The day’s work is the update.
It reaches only what the adviser may see.
Access is scoped to each adviser, and every read and write-back is logged. Client data stays where the firm keeps it.
The full treatment is on Security.
Every read and write-back on the log, refusals included.
The questions firms ask first.
Does Alcova replace our CRM?
No. The CRM stays the firm’s record. Alcova works with it, reading from it 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, Microsoft Dynamics 365 and HubSpot. All three are live integrations.
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.
What if an adviser wants to edit the record by hand?
They can, exactly as they do now. Alcova adds to the record; nothing about how the firm uses its CRM changes.
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 keeping a copy of its own.
The record stays yours. The work runs on Operator.
Keeping the CRM current is one part of it. Operator is the platform it runs on. A walkthrough shows the rest, or see pricing first.