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Genivity Review

2

Β·

Very good

Revainrating 4.5 out of 5Β Β 
RatingΒ 
4.6
Customer Service, Customer Success Software

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Description of Genivity

Genivity is an AI SaaS platform designed to help advisors engage and retain clients.

Reviews

Global ratings 2
  • 5
    1
  • 4
    1
  • 3
    0
  • 2
    0
  • 1
    0

Type of review

Revainrating 5 out of 5

Very intuitive platform and great customer support

I like that it’s easy for me to interact with my client, which makes managing their investment portfolio much easier than using other platforms or software. The interface could be improved in some ways but overall we are very happy with how well it works as it is right now. It can sometimes be difficult to find information about specific investments within your account. We do not use any of our own money so this isn't something we have needed to address yet. If you're looking at getting started

Pros
  • Easy access once set up all accounts (and therefore transactions) were organized by date into folders making finding important things way faster; ability log in through both desktop website AND phone app made accessing funds really convenient when away from home/computer OR working remotely during holidays etc., ease &amp clarity woth regards reporting functionability.etc 。
Cons
  • Some cons

Revainrating 4 out of 5

Excellent tool helping build quality traffic and potential clients

The product has helped us get more leads, as it allows you to have multiple ways of generating interest in your services - via social media or website forms, for example! This means that we can reach out to everyone who may be interested through our blog posts/social channels etc. It's also very easy to use (I'm no tech-geek) so I don't find this particularly stressful when dealing with my team daily. There isn't much at present which I dislike about genitivity but there could potentially be…

Pros
  • It shows me at a glance the progress of my campaigns and how many leads I have generated
Cons
  • I think this is down to my lack of knowledge about Google AdWords and online marketing/advertising in general