Finally, a solution that aligns Advisors, Clients and Compliance
Transform your business with Singular by Patrina. Singular integrates powerful CRM functionalities designed specifically for the financial services industry with robust regulatory compliance tools to streamline operations and ensure comprehensive compliance management. Whether you’re a small advisory firm or a large RIA, Singular by Patrina enhances efficiency, improves customer interactions, and drives growth, while managing your complex regulatory requirements. Discover how Singular can revolutionize your business processes today.
Key Features:
CRM That Empowers Your Team
Client Management
Centralize and organize client information for seamless access across your organization. Track interactions, preferences, and investment history effortlessly.
Pipeline Management
Visualize and manage your sales pipeline with customizable stages. Track leads, deals, and conversions to drive revenue growth.
Integrated Communications
Exceptional customer service starts with exceptional communications. Singular’s integrated communications allow you to send/receive emails, SMS, and social media communications through a single platform. No more checking your phone for messages or navigating multiple browsers to respond to clients and prospects promptly.
Analytics and Reporting
Gain actionable insights with comprehensive analytics and reporting tools. Measure performance metrics, forecast sales, and make data-driven decisions.
Custodian Integration Capabilities
Seamlessly integrate with most custodian accounts and financial firms. Receive daily account and position balances so you know where all your clients stand without having to log into multiple systems.
Customer Management
Centralize and organize customer information for seamless access across your organization. Track interactions, preferences, and purchase history effortlessly.
Why Choose Singular by Patrina?
- Unified Platform: Access client and compliance management tools from a single platform, simplifying your technology stack and reducing operational complexity.
- Scalability: Grow your business without worrying about outgrowing your solution. Singular scales with your needs, whether you have 10 customers or 10,000.
- User-Friendly Interface: Navigate effortlessly with an intuitive interface designed for both investment advisors and compliance professionals. Finally, a tool that bridges the gap between your client facing team and your behind-the-scenes compliance professionals
- Comprehensive Compliance Coverage: Address regulatory requirements specific to your industry with confidence, leveraging built-in compliance frameworks and updates.
- Private Cloud-Based Accessibility:Access Singular anytime, anywhere, with secure private cloud hosting. Collaborate with your team and manage your business on the go.
Integrated Compliance Tools To Keep You Regulator Ready
Policy and Procedure Management
Centralize and manage policies, procedures, and compliance documentation in one secure location. Streamline revisions and acceptance with automated workflows.
Brach Office Audits
Prepare for Branch, OSJ, or Satellite office audits and inspections efficiently with a full library of audit questions or create your own. An easy-to-use audit solution that delivers step-by-step workflows to take you quickly from pre-audit prep to post-audit review.
Message Archiving and Supervision
Best in class workflows to review, flag and supervise your users’ emails, sms, and social media communications.
Compliant Reporting
System users’ can effortlessly submit complaints for compliance reviews. Built in workflows allow for easy reporting, escalation, tracking and complaint resolution.
Outside Business Activities
Employees can easily submit their outside business activities for compliance review, and they are automatically notified when it’s time to edit or resubmit their OBAs.
Marketing Material Repository
Marketing Material Repository: Submit marketing material for review and distribution within Singular. Easily distribute your literature based on target audience, risk profile, and investment experience. Set sunset dates on your marketing pieces to hide them from available distribution and ensure they still meet your compliance objectives.
Customer Reviews: (eventually)
"Singular has transformed how we manage customer relationships. It's intuitive and packed with features that our team loves."
"The sales pipeline management feature is incredibly useful. We can visualize our entire sales process and prioritize leads effectively."
Enhance Your Business Operations with Singular
Empower your team, streamline processes, and improve customer relationships while staying compliance ready with Singular. Join thousands of businesses worldwide who trust Singular System to drive success.
Schedule a discussion:
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