Clean & Sleek Design

The Client Bank has always been about being visual and easy to use. With our clean user interface, it makes keying in data a breeze and with visual tools to generate all the reports you need.

Ultra Responsive

Support for multiple devices and all modern browsers means that whether on a desktop, tablet or mobile you will always be able to utilise your cliet management system.

Magic Touch

The Client Bank offers one click reporting to allow you to get the data management you need quickly. From viewing your pipeline to introducer reports all at the click of a button.

Dedicated Support

With user guides and videos to aid you in getting the most out of your Client Bank you will have everything you need to hit the ground running. We also have dedicated email support.

Book Demo

Contact us today to arrange a remote demonstration of The Client Bank CRM System.

Book Now

Help your business

Business worth

Could you sell your business today?

People spend years building up a client base. Most have paper copies and some may use excel. However with The Client Bank you could show in seconds how many clients you have, show all their documents, policies, how much you have earned and more. Your business now has a value and gives you an exit strategy.

Protect your clients

Do you have a record of everything to do with your clients?

Can you access your clients details, notes and policies within seconds when they call you?

Could you cope if your network switched your access off from their sales system?

These are all questions which can be solved by using The Client Bank CRM System.

Opportunities

Are you proactive and know when it is time to review a client?

With The Client Bank you can track client reviews, work your Client Bank and identify opportunities. Never miss a sale again.

Testimonials

  • Mark Huby

    Total Finance Options
    To quote Holly "How did we ever manage without this".

  • Mark Duguid

    Mark One FS
    Totally transformed my business! I can now see every review and action point ahead of me with one click.

  • Nicola Firth

    Firth Financial
    Vital to our business. Keeping client records and documents all in the one place. So easy to use for my admin team.

Features

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One Click Reporting

With our unique one click reporting tools, you no longer have to get your office staff to schedule reports or collate information from multiple excel sheets. All your business data is ready for you to view at anytime.

Mobile

Access your client database anywhere with support for mobile phone access to your Client Management System. Giving instant access to clients and cases while out of office.

Admin

The Client Bank (financial services client management system) helps your office staff keep on track with clients cases, existing policies and all their tasks and documents in one easy to view screen. If you do not have admin staff, let the system make your life easier by flagging up review dates and potential opportunities for you.

Reporting

All the management MI you need. From viewing adviser reports to generating reports on lenders and providers to show your spread of business. You can track your pipeline and see your commission paid to date.

Opportunities

Add your leads onto the system, key in the introducer details and convert to client. Generate reports to view what introducers are working and the quality of leads. View client reports such as policies not in trust and who has not been sold certain products for cross selling.

Activity

Track your full business activity in real time. You can see what has happened and when for a client for any later reviews on a case.

See what areas of your business are working and see what advisers are doing for your business.

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Instant Setup

Get setup on your own unique cloud system today.

We will also help import your data from sources such as Excel absolutely free.

Constant Backup

Your clients and data are constantly backed up in realtime.

You can now go completely electronic with document upload and storage space allowing you to have a complete cloud based office.

Reliable Speed

The Client Bank has always been optimised for speed of access to data.

We know how quickly businesses want access to reports or client information and now you can.

Pricing

Financial Version
£9.99 Per Month

Monthly Contract

  • Full System Access
  • Great for: Mortgage and Protection Advisers.
  • No hidden charges
  • UNLIMITED Bandwidth
  • UNLIMITED Document Storage
Learn More
General Version
£9.99 Per Month

Monthly Contract

  • Full System Access
  • Great for: Small - Large Businesses, Stock Control, Invoicing
  • No hidden charges
  • UNLIMITED Bandwidth
  • UNLIMITED Document Storage
Learn More
Trade Version
£9.99 Per Month

Monthly Contract

  • Full System Access
  • Great for: Tradesman and Construction Companies
  • No hidden charges
  • UNLIMITED Bandwidth
  • UNLIMITED Document Storage
Learn More

About

about

What is The Client Bank CRM

The Client Bank was initially developed in 2010 when a few mortgage and protection advisers were looking for a way to safe guard their clients from their networks and have a client management system in place that would allow them in later years to sell their own Client Bank.

With advisers moving networks from time to time and businesses changing, The Client Bank allows you to protect your database and take it with you wherever you decide.

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The Client Bank update

At the start of 2013 we decided that it was time to give the system a few upgrades. Based on feedback from our users we put together a list which then in turn meant a total transformation from version 1 of the system to version 2.

No matter what your business model, we have included the features you need to make your business thrive.

Fits your business model

One feedback we commonly get is that our system fits your model. Unlike other systems where its a "step by step, click this before you go to next page" - we have a system where you can chose what features you want to run.

Use all the features in the system and unlock the potential of your own Client Bank.

Real Time
Reporting

Contact

Location Map

Location

Office 4, 10 Dundas Street, Grangemouth, FK3 8BX

Sales Enquiries

sales@theclientbank.com

Customer Support

support@theclientbank.com