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.
Because the record is written from the conversation, it carries the why as well as the what: not just that a detail changed, but what the client said about it.
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.
Every advice firm runs on its CRM. It is the record of every client relationship, and the reviews, the advice and the compliance file all run on what that record says.
Keeping it current has always depended on someone finding the time. Notes, tasks and changed details get entered by hand, or not at all, so the record drifts from reality and every piece of work that runs on it 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.
Most of the effort a CRM asks for is the work around the record: the note after the meeting, the follow-ups, the details that changed. Alcova does that work from the meeting itself, so 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.
Still choosing the record system itself? The wealth management CRM software guide compares the eight most-evaluated platforms by firm size.
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. Everything Operator does for the firm, the review pack, the follow-up, the handoff to the next person, starts from the record, so a record that stays current makes all of it better informed. A walkthrough shows the rest, or see pricing first.