CRM for Financial Services

Wealth management is made easy with ClientTether. For financial advisors and institutions, ClientTether provides organization and practice management.

As a financial advisor, simplicity is your key offering. ClientTether is the business automation software that takes the complexity out of client and project management. With our powerful software, you can flawlessly execute financial services for your clients and manage business processes with ease.

  • Contact Management - Your client’s portfolios will be rich with personal data and financial information. ClientTether helps you keep these records secure and organized. Communication records keep track of all interactions, automated responses enhance engagement, and grouping and tagging tools increase organization. As a financial advisor, you’re entrusted with sensitive information. ClientTether ensures you don’t forget it, improving client relationships.

  • Clear Strategy Execution - Customizable project management tools allow you to develop unique strategies and processes that fit your service offerings. Internal and external communication will keep both your team and your clients in the loop. Notes and reminders can help keep track of client’s events or important financial dates.

  • Endless Integrations - ClientTether integrates seamlessly with numerous apps, allowing your financial institution to utilize its favorite tools. Develop your business processes with simple scheduling, powerful research, data-rich analytics, strong calculations and archivable reporting. Connect everything in ClientTether for a simplified approach.

  • Powerful Reporting - Every aspect of our business automation software reports directly to your dashboard. You can view marketing effectiveness, project timelines, sales pipelines, pending engagements, and overall sales progress. Data points are editable and shareable, allowing you to track what you want and keep your team informed.

  • Marketing Automation - When it comes to marketing automation platforms for businesses, ClientTether is leading the industry. Automated responses ensures you never miss a lead while marketing tools enhance engagement in every step of the sales cycle. Track opportunities and know where you stand with each potential client.

You manage wealth for your clients. Allow us to manage your success. Contact ClientTether today for a free trial or demo.

Features Risk Free Trial


Ready to increase your lead conversion rates?

Request a live demo below or request a risk free trial

By submitting the form above, you agree to receive calls, text messages, or emails from ClientTether at the contact information provided. Message rates may apply. Text STOP to cancel text messaging at any time. See Terms of Service for additional details.


How The Maids is innovating to lead the home cleaning franchise industry in client engagement, lead conversion, and customer experience.


“ClientTether allowed us an opportunity to take care of everyone in a very timely fashion. That improved our close rate, that improved our engagement rate, and customers now are responding with a lot more positive responses.”

Ken Doty
VP of Business Intelligence, The Maids International


Increasing Sales Conversion Rates For The Following Industries

Franchise Groups & Multi-Location Brands

Business & Professional Services

Health Care & Educational Services

Home Improvement & Home Services

Because Being First Really Does Matter


Your marketing spend is creating great leads. How quickly you connect with and nurture them determines how many convert and eventually become raving fans. You have 5 minutes to connect before your chance of making contact and converting them drops by 10X. Wait 30 minutes and it drops 100X. The old approach of relying on manual sales follow-up with some marketing email automation just won’t cut it — That’s where ClientTether steps in — Lead engagement with calls, texts, emails, and call reminders to your staff with our easy-to-use client engagement platform.

Clients include

Ready to increase your lead conversion rates?

Request a live demo below or request a risk free trial

By submitting the form above, you agree to receive calls, text messages, or emails from ClientTether at the contact information provided. Message rates may apply. Text STOP to cancel text messaging at any time. See Terms of Service for additional details.