Portfolio - KiwiTech

CRM Platform for Wealth Advisors

CRM Platform for Wealth Advisors - KiwiTech


Sensery is an enterprise mobile application which helps wealth advisors grow their business by enabling a smarter, more collaborative approach to client development. With Sensery, advisors can easily manage client data and track client activities while developing a comprehensive, customized financial plan that provides a relationship roadmap. All these capabilities are supported by a full-range of collaboration tools that help advisors and their clients to work from the same page, improve communications and achieve goals.

Project Details

Client: Sensery
Industry: Finance, KiwiTech Product