One system, one truth, in one place
CURO is the complete cloud solution for financial planning businesses. At last, you can find all your favourite apps in one place with all of them working seamlessly together to deliver optimal efficiency for your business. With CURO you will spend more time doing the things that your clients value and less time doing the things they don’t.
Unrivalled client communication and marketing built in
Relevant client communications have never been more relevant in a client centric service orientated business. The kind of communication that works best for a financial adviser is one that is sober, current, and most importantly, highly focused.
Considering how much they know about their clients, it is surprising how few adviser businesses have a serious marketing capability that utilises this valuable resource. As well as an array of awesome native communication capabilities, CURO also gives you access to marketing tools that have the capacity to transform how you relate to your client. That’s because we have plugged in a professional communication platform, Click Dimensions, which will take your client communications to another level.
Click Dimensions' features include email campaigns, automated nurture programmes, event management, SMS alerts, surveys and much more. It also integrates seamlessly with your website. Click Dimensions gives a spectacular performance, adding incredible power and professionalism to your marketing efforts.