Advisors, as Canada Life phases out Workspace, it’s essential to have a clear, confident plan for your data transition. Join us on Thursday, May 1st at 2:00 PM EDT for a comprehensive, step-by-step webinar hosted by the Cloven team. We’ll walk you through how to manage your data, navigate the transition timeline, and prepare for a successful CRM migration—whether you’re moving to Cloven or another platform. This is not a sales presentation—it’s a tactical guide designed to support you during this important shift. Click this link to register: https://lnkd.in/epceTiMj and reserve your spot today to ensure you’re ready for what’s next! #CRMForAdvisors #CanadaLifeAdvisors #AdvisorTech #ClovenCRM #FinancialAdvisorTools #CRMTransition #AdvisorSupport #WealthTech #BuiltForAdvisors #AdvisorLife
Cloven
Software Development
Toronto, Ontario 104 followers
CRM + Productivity Suite for Canadian Financial Advisors | A single spot for all client info to simplify your day-to-day
About us
Cloven is an industry-proven CRM + Productivity Suite for Canadian Financial Advisors. Cloven's all-in-one-place solution includes: Centralization of ALL Client Info For each client, quickly see their household, contact, and business relationships, their in-force insurance and/or investments, notes on previous interactions, and even email communication (integrated directly with O365 and GSuite). *This becomes a bonus for meeting compliance requirements. **This becomes a DOUBLE bonus if you're looking to sell your business. Opportunity Identification Cloven intelligently identifies opportunities such as annual reviews for your investment clients, term life policy renewals or even critical age milestones within your client base. Get smart reminders and quickly action with pre-built email templates. Productivity Suite Save costs and simplify your tech stack with Cloven's Productivity Suite. These suite includes E-Signature, Calendar Booking, Social Media Manager, Onine Forms Creator and more. All this is integrated with Cloven (out-of-the-box) and included at *NO EXTRA COST* We understand the day-to-day challenges you face and we know that the demands of the industry are complex, no matter if you are a life insurance advisor, investment-specific advisor, group benefits advisor, financial planner or multi-advisor team. We’re taking the time to understand your experience so we can provide meaningful solutions that improve your client relationships. Cloven is rooted in the success of our industry-leading CRM for Mortgage Brokers, BluMortgage.
- Website
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https://cloven.ca/
External link for Cloven
- Industry
- Software Development
- Company size
- 2-10 employees
- Headquarters
- Toronto, Ontario
- Founded
- 2014
- Specialties
- customer relationship management, fintech, financial advisors, crm, automation, productivity, life insurance, investments, group benefits, and integration
Updates
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Unlock the power of client profiling with Cloven! 📊 By creating personalized profiles, you can tailor your services, anticipate needs, and build stronger, long-lasting client relationships. Start using data to drive your success today! #ClovenCRM #FinancialAdvisor #ClientProfiles #InvestmentStrategy #FinancialAdvisorCRM
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Want to boost client success? 💥 With Cloven’s CRM reporting tools, you’ll have all the insights you need to fine-tune strategies, improve outcomes, and keep clients happy. It’s like having a crystal ball—without the guesswork. Get started today and see your client relationships thrive! #ClovenCRM #FinancialAdvisor #ClientProfiles #InvestmentStrategy #FinancialAdvisorCRM
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Data overload slowing you down? Cloven makes client reporting simple and actionable, so you can turn chaos into clarity. Manage smarter, not harder!cused on what matters most: helping your clients succeed! #ClovenCRM #FinancialAdvisor #ClientProfiles #InvestmentStrategy #FinancialAdvisorCRM
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Streamline your client management and watch your business thrive with Cloven! Our CRM for financial advisors helps you stay organized, improve client relationships, and close more deals. Experience the power of efficiency—get started with Cloven today! #ClovenCRM #FinancialAdvisor #ClientProfiles #InvestmentStrategy #FinancialAdvisorCRM
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Unlock the power of client insights to drive business growth! 📊 With Cloven's CRM, you can better understand your clients, predict their needs, and tailor your marketing strategies to boost engagement and retention. Start using data to fuel your success today! #ClovenCRM #FinancialAdvisor #ClientProfiles #InvestmentStrategy #FinancialAdvisorCRM
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We make managing client information easy with an all-in-one platform that reduces admin tasks! With seamless integrations and modern features, you can focus more on your clients and less on juggling systems. Stay organized, compliant, and efficient—all with Cloven. #ClovenCRM #FinancialAdvisor #ClientProfiles #InvestmentStrategy #FinancialAdvisorCRM
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Cloven helps you leave behind the chaos of multiple systems and brings everything into one centralized, efficient platform. From client data to digital notes and compliance tracking, Cloven keeps you organized, saving you time and reducing admin work. Focus more on building client relationships and less on juggling tools—Cloven makes it simple! #ClovenCRM #FinancialAdvisor #ClientProfiles #InvestmentStrategy #FinancialAdvisorCRM
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Cloven simplifies the way financial advisors manage their clients by bringing everything into one seamless platform! No more juggling between different systems—Cloven integrates your data, notes, and communications for better efficiency and less admin work. Stay organized, compliant, and focused on what matters most: helping your clients succeed! #ClovenCRM #FinancialAdvisor #ClientProfiles #InvestmentStrategy #FinancialAdvisorCRM
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Cloven isn’t just a CRM; it’s the heart of your financial advisory business. With pre-built reports, automations, and a complete client hub, Cloven helps you stay organized and focused on what matters most: building relationships and growing your business! Streamline your processes and let technology work for you. Ready to take control? Let Cloven be your guide! #ClovenCRM #FinancialAdvisor #ClientProfiles #InvestmentStrategy #FinancialAdvisorCRM
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