Who Uses This Software?

We target independent financial advisors and small & medium-sized firms. Our bread & butter are insurance agents, financial planners, wealth managers, and financial advisors.


Average Ratings

10 Reviews
  • 5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $79.00/month
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Finaeo
  • finaeo.com/
  • Founded 2016
  • Canada

About Finaeo

Finaeo is a cloud-based digital assistance platform that enables insurance advisors to save time, stay compliant, and streamline their systems to be efficient. Advisors that #RunAdvising with Finaeo have total control over their client relationships, back-office administration, product mix & data.


Finaeo Features

  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management

Finaeo Reviews Recently Reviewed!

What our industry has been needing . . .

Apr 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Pros: Very clean design and modern looking. Built specifically for financial advisors and brokers, so tracks the right information for me.

Cons: Cons: Nothing major

Overall: Couldn't recommend this product enough to other people in the financial services and insurance industry. This product was built for them!
Recommendation to other buyers: Definitely take a close look at this if you're in insurance or financial services.

Recommendations to other buyers: The ongoing refinements and month-over-month enhancements indicate that Finaeo is listening to it's audience.

Great experience so far

Apr 11, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: The Finaeo team is very proactive as well as responsive. A pleasure to work with so far and a platform which has already helped me in my business very much.

Finaeo makes running your financial advisory practice easier, more fun, and more profitable

Apr 07, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support

Comments: Finaeo is an awesome, early-stage product for financial advisors. They are working hard and succeeding at filling a niche in how financial advisors better manage their books of business. This, in turn, makes it easier to stay on top of the core function of our business: managing our client relationships. Finaeo is already useful -- from tracking meetings and important notes to the size and timing of deal-flows -- and they've only just begun. What they end up doing with Domo, their AI assistant, may prove to be the game-changer that slays all other CRM-type competitors in this niche. It's exciting to see what lies in store both for the product but also for the modern-day advisor looking to stay on top of the many moving parts that compete for our focus day-in, day-out. I highly recommend considering making Finaeo your go-to CRM for your financial advisory practice.

A valuable tool for our growing business!

Apr 07, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Flexibility

Cons: No reports...yet

Overall: It has been a pleasure working with Jonathan at Finaeo. He is very accommodating, professional and receptive to our ideas and suggestions. We are very excited about the new and updated features that Finaeo will provide. I am certain that in the very near future we will become very reliant on this valuable tool and it will give us the capability of providing excellent customer service for our existing and new clients!

Recommendations to other buyers: Thanks for listening to our suggestions!

Overall great!

Apr 05, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: Overall great experience so far. What makes it so great is the customer service and response time for any issues we experience. I think there is a few more things that need to be added to the program but so far happy with Finaeo.

Great product with a little more development... Very responsive to feedback!

Apr 05, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: As an advisor who has seen several systems used for CRM this one is definitely on the forefront. The decision to use Finaeo was easy for me as I use it to bridge my two unrelated businesses and matriculate my customers from one side into prospects, and then into clients by easy reminders and automation of tasks that used to be left up to me or an assistant.

Finaeo & their team totally outstanding!

Apr 04, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: the ease of use and the team of people behind the scenes, customer service

Cons: don't have any

Overall: Working with the team at Finaeo has been a great experience. They listen and implement changes to the program efficiently and seeing the evolution makes it exciting to be using their program. Being a part of this process and knowing their vision, passion and where they are taking this for the future is a privilege. They are creating a product that will ultimately help me in my business to be a better, more compliant, up to date and organized me! Putting my best foot forward with my clients. Thanks Finaeo

Recommendations to other buyers: It is an evolution during a time of change in our industry and a much needed service.

Looking to the Future with Finaeo

Apr 04, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Ease of use and ability to help shape the future design.

Cons: Still in early stages, development and capability will improve over time.

Overall: Focused on the practical elements of client management and success, with a forward focused technology platform. Willingness to engage end users and define "outcomes" has been excellent, they have an excellent team who care!

The People Make the Product

Apr 04, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: User friendly
Great customer service
Easy to use layout

Cons: None so far

Overall: Finaeo is one of the most user friendly platforms I've ever used. Our company has gone through a lot of different financial platforms and this is by far the easiest to use and the nicest layout. Everything is easy to find and it's so easy to update files and keep track of tasks and appointments. The guys at Finaeo are absolutely the best customer service team out there. They really know they're stuff and are always available to help out and answer any questions you have. I would definitely suggest anyone in need of a client database needs to try Finaeo.

Next level CRM

Mar 23, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: easy to use, intuitive, the AI features and integration with mobile is good.

Cons: It's still being worked on so there is a lot of features that need to be added. That being said its happening at a feverish pace. Can't wait to see what this thing will do once it's fully developed

Overall: Been using this for a couple months now. Is already turning into the best CRM I have ever used. being able to have an AI assistant send me reminder to do things I promised to clients in emails is genius. they're constantly adding new abilities and useful features that are specific to financial advisors. It' s definitely allowed me to step my game up and be on top of things far better than my old CRM and it's still in a fairly early stage. Definitely recommend getting in on this product to anyone in the industry.

Recommendations to other buyers: Take the time to check it out