#1 most frequent
United States of America
85.0%34 installations of 40
What is Zinnia SmartOffice?
Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.
Categories & Use Cases
Product Demos
Who Buys & Uses Zinnia SmartOffice
#2 most frequent
Canada
2.5%1 installation of 40
#3 most frequent
France
2.5%1 installation of 40
Great value for the price
Use Cases and Deployment Scope
we use it to onboard new clients and to maintain their financial profile. Ebix Smart Office is compatible with our trading and account opening platform. We also use it to track activity related to account opening and supervisory oversight. On average we use the product for at least an hour or more per day.
Pros
- Allows all of my customer data to be aggregated
- Provides for nearly seamless account opening
- It is a good software package for correspondence and activity tracking
Cons
- The interface could be more user friendly
- Some of its functionality is hard to use and/or hard to find
- There are alot of field that we do not use that do not appear to be able to be deleted
- It can sometimes be difficult to add new functionality
Most Important Features
- We are all using the same system
- Everyone is required to be correspond in a uniform matter with SO
- We have been using it for so long there is great familiarity with key processes
Return on Investment
- For the money, it is a well priced CRM
- The best thing I can say is that it has not had a significant negative effect on business
- The familiarity with the product by all employees lends itself well to continuity and cuts down on errors.
Alternatives Considered
Informatica Cloud MDM - Customer 360 for Salesforce
Other Software Used
NetX, SNP CrystalBridge, Envestnet Platform
a great solution
Use Cases and Deployment Scope
It's a great CRM solution for our business - Allows us to have access to client data and all my employees to stay on task and up to date on our client's situations. We use it for daily tasks, notes and appointments. It allows all of my employees to be on the same page, which is important!
Pros
- organized
- user friendly
- effective
- helpful
- transparent
Cons
- More user-friendly mobile app.
- Easier connection to Outlook's calendar.
- An easier way to track referrals.
Most Important Features
- notes
- calendar
- tasks
Return on Investment
- organization
- productivity
- effeciency
Other Software Used
eMoney Advisor
