PATRINA
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Manage client relationships, track opportunities and coordinate compliance workflows in one financial services CRM.
Singular brings contacts, communications, tasks and reporting together, with email archiving included for every user. Keep sales, service, operations and compliance teams connected as your firm grows.
Singular by Patrina
Give your teams one place to manage client and prospect information, pipeline activity, communications, tasks and reporting.
Singular combines everyday CRM work with the compliance workflows your firm uses, helping people see what needs attention and who is responsible.
Bring contact details, communication history, opportunities and holdings together with shared notes, tasks and reminders.
Teams can work from the same relationship history while maintaining clear ownership of follow-up and client work.
Customizable stages show where opportunities stand, while product and reporting capabilities add context around products, fees and anticipated revenue.
Operations and leadership gain visibility into pipeline activity and the resources needed to support growth.
Singular includes Patrina workflows for policies, branch audits, message supervision, complaints, outside business activities, gifts and entertainment reporting, political contributions tracking, outside trading accounts and marketing-material review.
Bring relevant workflows into the same operating environment so responsible teams can maintain visibility into status, ownership and follow-through.
“We use Patrina primarily to help us monitor email communication between the advisor and the client. In addition, we find Patrina useful in helping us monitor external text messaging.”
“I moved to Patrina as my archiving vendor several years ago. By comparison, I find Patrina’s user interface substantially easier to navigate, and their prices are lower. I’ve been quite pleased with my decision.”
“I recommend Patrina to my state- and SEC-registered RIA clients because their email archiving system is equal to any in the market, and better yet, it’s less expensive than any of the others.”
“We chose Patrina because the solutions our previous archive partner provided did not meet our growing needs. Patrina’s service is impeccable.”
“After reviewing several competitors, Wingo Asset Management chose Patrina and couldn’t be happier. Patrina provides outstanding compliance record archiving services, exceptional customer service, and unbeatable pricing.”
“Patrina makes it convenient and efficient to retrieve emails and related information. Onboarding was simple and intuitive. Customer service has been consistently pleasant and helpful.”
“Patrina’s system works great, and their customer support is extremely efficient whenever we call. We’ve had a very positive experience with both their platform and their service.”
Point. Click. Compliance. Easy.
Define who creates, uses and maintains client, opportunity, product and service information across the organization.
Organize relationships, products, pipeline activity and firm-wide visibility around how your teams actually operate.
Keep commercial activity connected to the workflows, controls and responsibilities your organization chooses to apply.
Platform capabilities
Manage client relationships, opportunities, communications and compliance activity with tools designed for financial services teams.
Maintain contact details, communication history, deals and holdings with notes, tasks and reminders that make ownership visible.
Help sales, service and operations pick up client work with the relationship history, assigned tasks and next steps in view.
Configure pipeline stages around the firm’s actual process from lead through close. Singular provides product-management capabilities for investment products and anticipated firm revenue based on configured fee or commission inputs.
See how products, fee structures and opportunity stages contribute to expected firm revenue.
Integrated email and LinkedIn capabilities within Singular, including LinkedIn approval and capture workflows, help facilitate pre-approval and eventual archiving.
Connecting relevant communications to the relationship can reduce the gap between what a client was told and what the next team needs to know.
Let Patrina help with supported channels, capture behavior, permissions and archiving configuration for your firm.
Use dashboards and reports to monitor sales-funnel activity, performance indicators, anticipated revenue and open or closed compliance items.
Give managers a clearer view of pipeline performance, upcoming work and compliance items that need attention.
Singular connects with Schwab and Plaid to bring financial-account information into the client relationship. Schwab integration supports account and position data, while Plaid provides access to investment-account balances, holdings and transactions.
Singular provides tools and workflows to help your firm stay ahead of your compliance obligations.
With workflows for policies and procedures, branch audits, message archiving and supervision, complaints, outside business activities, marketing materials, political contributions, gift and expense reporting, and outside trading activity, your firm can keep compliance work more organized and connected to the relevant business processes.
These capabilities can bring review processes closer to client and employee activity.
Bring a real handoff—from qualified opportunity through operational follow-through—and ask Patrina to demonstrate how Singular carries the client context, ownership, reporting and applicable review steps across teams.
Singular integrations
Connect Singular with the communication, financial-data, scheduling and document tools your teams use every day.
Supported integrations include Calendly, BackNine, Dropbox, Gmail, Plaid, LinkedIn, Zapier, Fireflies, Microsoft Exchange, Schwab, Integrately and Holistiplan. Our team helps you select the connections that fit your systems and data needs.
Tell us which systems you use and what information your team needs to share. We'll show you the available integration options in a focused demo.
The cross-functional reality
Client work continues after an opportunity closes. Sales, service, operations and compliance need the client history, assigned tasks and follow-up information to keep the next steps moving.
For advisory firms, explore our CRM for financial advisors. For teams working across financial products and services, Singular keeps relationship activity and responsibilities connected.
Business development may establish the relationship, but service, operations, management and compliance rely on the same underlying information. The organization should define who governs client types, products, pipeline stages, required fields, permissions, reporting and change requests.
When those decisions remain with the person who originally configured sales, departmental preferences can become organization-wide defaults.
Sales, service, operations and finance may use the same terms differently—client, household, product, opportunity, active account or revenue. Integrations can spread those inconsistencies across systems.
Define each critical object, its authoritative source and who owns it. A copied balance without a source or date, inconsistent product definitions or duplicate relationship owners can undermine trust in the platform.
New products, teams, integrations and policies create ongoing requests for fields, permissions, dashboards and workflows. Without clear ownership and a defined change process, exceptions accumulate and reporting becomes inconsistent.
Establish a process to approve, test, document and communicate changes without turning every business request into a new system implementation.
Use a real handoff to evaluate fit, ownership and visibility.
Designed for cross-functional operating models
Situation
A prospect agrees to move forward, and the closed opportunity becomes the starting point for delivery.
People involved
Business development, the relationship owner, client service, operations and any applicable review function.
Process
Relevant relationship history, product or service context and next steps remain connected to the opportunity. The team assigns onboarding tasks and reminders, makes ownership visible and keeps related communications accessible to the people responsible for delivery.
Management can see where work is waiting without relying on offline updates from sales.
Outcome
Keep client onboarding organized with clear responsibilities, accessible communications and fewer separate checklists.
Situation
A firm offers multiple financial products or services, and one client relationship creates opportunities and responsibilities across several teams.
People involved
Relationship owners, product specialists, sales management, service or operations and compliance where a configured workflow applies.
Process
The firm structures pipeline stages and product information around its business, then connects client history, relevant communications, notes and assigned work to the relationship.
See related products, conversations and tasks before the next client discussion. Use reporting to review pipeline activity and expected revenue across the firm.
Outcome
Give each team a fuller view of the client relationship, with less duplicate work and more consistent follow-up.
Situation
Growing pipeline volume creates more service work, communication activity and exceptions than management can understand from a sales forecast alone.
People involved
Sales leadership, operations, client service management, executives and compliance personnel responsible for applicable workflows.
Process
Role-specific dashboards can bring pipeline movement, milestones and assigned work into the same view as compliance. The firm defines which conditions require action, who owns the response and where completion is recorded.
Outcome
Leadership gains a more connected view of growth and operational capacity while compliance retains responsibility for its own reviews and decisions.
Compliance-aware by design
Connect client and employee activity with the review, approval and documentation workflows your firm uses.
Singular supports configurable compliance workflows alongside CRM activity. Your firm sets the policies, review responsibilities and supervisory procedures that guide those workflows.
Decide which client, prospect, product and activity data belongs in Singular, which external systems remain authoritative and which team owns corrections.
Without that operating agreement, even a centralized CRM can accumulate conflicting versions of the same information.
Map the firm’s policies, obligations and supervisory structure before selecting compliance workflows. Then evaluate the Singular tools that support those requirements.
Keep review assignments, supporting records and follow-up organized so your team can see what is pending and what has been completed.
Choose a representative event—a communication requiring review, a complaint escalation or a marketing-material submission—and follow it from creation through assignment, decision and reporting.
See how permissions, review history and reporting support your team's work from the initial submission through the recorded decision.
Choosing financial services CRM
Compare financial services CRM software against the work your team does every day: managing relationships, tracking opportunities, sharing information and completing reviews.
In a Singular demo, explore your client workflow, the integrations you need and the setup and support available for your firm.
Can the platform model a real client lifecycle without forcing every department into the same pipeline?
Define your client types, product and service lines, relationship structures, opportunity stages and compliance responsibilities. Then ask the vendor to show how those objects and relationships are represented in the platform.
If the model only works for sales, the implementation may simply recreate departmental silos in a new interface.
Who owns each object and rule after launch, and who approves changes when the organization adds a product, team or business line?
Select a client type, product object, stage model, permission set and management report. Identify the business owner, system administrator and approver for each.
Then introduce a realistic change, such as adding a new product or team. Ask the vendor to demonstrate how the change would be configured, tested, approved and communicated.
For each critical integration, what data enters Singular, where does it appear, how often can it change and what happens when the source is unavailable?
Document the authoritative system, data owner, fields exchanged, direction, timing, permitted users, conflict rules, duplicate handling and failure owner.
Then test how different departments interpret and use the same incoming data. Seeing an object in the CRM does not prove that the underlying handoff is governed.
Can each role see the information it needs without confusing management visibility with compliance evidence?
Sales leadership, operations and compliance may review related activity while asking different questions. Determine whether dashboards, queues and workflows reflect those responsibilities without treating a management report as a regulatory record or completed supervisory review.
Confirm the workflow history, audit information and exports required for each use case.
After implementation, which changes can your administrator make, which require Patrina and how will users learn a revised workflow?
Configuration has an ongoing operating cost. Identify who will manage stages, fields, permissions, reports, integrations and training after launch.
Test common tasks with representatives from sales, service, operations and compliance, along with the executive sponsor. Ask Patrina to distinguish what it configures, what the firm maintains and how changes are supported over time.
Discuss a representative client type, product or service, authoritative data source, departmental roles and a realistic configuration change. Ask Patrina to show how Singular would represent, govern and administer that model.
A representative operating scenario can reveal governance, permissions, integration and adoption questions that a standard feature tour may miss.
Bring one real client or record journey and ask Patrina to show how the platform supports it.
Financial services CRM software helps firms manage client and prospect relationships, opportunities, communications, tasks and reporting.
Singular adds integrated compliance workflows and included email archiving, bringing relationship management and oversight into one platform.
A CRM for financial services brings client relationships, financial-product information, account data and relevant compliance workflows into the same working environment.
Singular combines these tools with configurable pipelines, reporting and integrations for the systems financial services teams use.
Sales, client service, operations, managers and compliance teams can use Singular to coordinate client work.
Roles and permissions help each person access the information and workflows relevant to their responsibilities.
Start with the systems your firm uses and the information your teams need to share.
Our team can show you the supported Singular integrations and review data flow, synchronization, permissions, duplicate handling and error reporting for your setup.
Singular supports configurable pipeline stages, product information, dashboards, shared tasks and compliance workflows for different financial services operating needs.
Use a demo to see how these tools fit your firm's products, teams and client relationships.
No. Software supports a compliance program; it does not replace the firm's responsibilities.
Singular provides tools for documentation, reviews, approvals, archiving and follow-up.
Your firm determines the requirements, policies and supervisory procedures that apply to its business.
Bring a typical client workflow, a list of the systems your team uses and the reports or reviews you need to complete.
We'll use that example to demonstrate the relevant Singular tools and discuss your firm's integration and implementation needs.
See Singular in action
Explore financial services CRM software with integrated compliance workflows and email archiving included. Book a demo focused on your firm's relationships, processes and systems.
