Sticky Advisor Overview

Sticky-advisor CRM aids financial advisors in streamlining daily activities. It saves time and money, allowing focus on core business tasks.

Use Cases

Customers recommend Engaging And Following Up, Relationship Marketing, Referral Management, as the business use cases that they have been most satisfied with while using Sticky Advisor.

Other use cases:

  • Sending & Publishing Communications
  • Groups Management
  • Contact List Management
  • Campaign Management
  • Lead Management
  • Training & Onboarding
  • Generation Of New Leads
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Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Sticky Advisor.

Other priorities:

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Sticky Advisor Use-Cases and Business Priorities: Customer Satisfaction Data

Sticky Advisor works with different mediums / channels such as Offline. On Premises. and E-Mail.

Sticky Advisor's features include Recording, and Templates. and Sticky Advisor support capabilities include 24/7 Support, Email Support, Chat Support, etc. also Sticky Advisor analytics capabilities include Custom Reports, and Analytics.

Reviews

"...The most feature-packed customer relationship marketing program for any advisor whether one is starting out or well-established practitioner...." Peer review by Stewart H., Presdient

Popular Business Setting

for Sticky Advisor

Top Industries

  • Financial Services

Popular in

  • Small Business

Sticky Advisor is popular in Financial Services, and is widely used by Small Business,

Comprehensive Insights on Sticky Advisor Use Cases

How can Sticky Advisor optimize your Engaging And Following Up Workflow?

What solutions does Sticky Advisor provide for Sending & Publishing Communications?

8+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Sticky Advisor solved their business needs. Cuspera uses 174 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.

lightning

Peers used Sticky Advisor for engaging and following up and relationship marketing

Sticky Advisor Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.40/5 ★

Read Reviews (12)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.40/5 ★

Read Reviews (12)

Software Failure Risk Guidance

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for Sticky Advisor

Top Failure Risks for Sticky Advisor

stickypages Profile

Company Name

stickypages

Company Website

https://stickyadvisor.com/login.php

HQ Location

Employees

1-10

Social

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Financials

PRIVATE