Shortcut
Shortcut AI CRM is an AI-based, turn-key CRM solution tailored for CGPs (Conseillers en Gestion de Patrimoine), offering 100% customization. It aims to reduce administrative work by 50% and increase sales by 100%, by streamlining processes such as prospecting, appointments, and regulatory compliance. Key features include automated email and calendar shortcuts, regulatory document management (DER, KYC, risk investor profile), and team collaboration tools with customizable access rights. The platform integrates with existing tools and offers import capabilities for client data, aiming to save users over 15 hours per week. It supports 17 different CGP process types and emphasizes efficiency gains by saving 80% on costs, risks, and delays, while avoiding the need for a dedicated technical marketing team.
Shortcut
Shortcut AI CRM is an AI-based, turn-key CRM solution tailored for CGPs (Conseillers en Gestion de Patrimoine), offering 100% customization. It aims to reduce administrative work by 50% and increase sales by 100%, by streamlining processes such as prospecting, appointments, and regulatory compliance. Key features include automated email and calendar shortcuts, regulatory document management (DER, KYC, risk investor profile), and team collaboration tools with customizable access rights. The platform integrates with existing tools and offers import capabilities for client data, aiming to save users over 15 hours per week. It supports 17 different CGP process types and emphasizes efficiency gains by saving 80% on costs, risks, and delays, while avoiding the need for a dedicated technical marketing team.