Finance
Built for teams that sell financial products
Telesales, affiliates, paperwork and follow-ups. We start with how your team spends the day.
What’s taking up the time
Affiliates work over chat
Referrals and commissions are tracked in messages and spreadsheets.
SagoFin→Paperwork is retyped
Application details are copied by hand from documents into systems.
Document processing→Staff keep asking about policies
Product rules and procedures change, and people can’t find the latest version.
Internal assistant→
Calls, paperwork, policies. The work around the sale fills the day.
SagoFin, our platform for financial sales teams
The sign-up page, the affiliate area and the CRM share the same data, under your own brand.
See SagoFin →Currently offered in Vietnam. Based elsewhere? Talk to us and we’ll look at it together.
Financial data needs care
SagoFin has detailed permissions, phone numbers hidden by role, an audit log, IP limits and login verification codes.
Running a sales team in financial services?
Let’s talk about your process.
Talk to us