Supercharge Your Client Management with the Agent Dashboard

The Agent Dashboard transforms the way Finergy agents track and engage with clients. With real-time access to each client’s Finergy score, communication logs, and purchase history, managing conversions has never been easier. Keep tabs on your client base, track onboarding progress, and monitor conversions—all in one seamless interface. Boost productivity, enhance client relationships, and stay ahead with this intuitive, all-in-one CRM tool.

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