INTEGRATED AND COLLABORATIVE CRM FOR FINANCIAL ADVISORS

INTEGRATED AND COLLABORATIVE CRM FOR FINANCIAL ADVISORS

The ultimate CRM for branches and financial advisors with realtime access to relevant data and mobile app for on the go access

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CLOUD BASED COLLABORATION

CLOUD BASED COLLABORATION

Advanced real-time collaboration features including business grade instant messaging, full sharing of emails, tasks, calendars and more.

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POWERFUL CRM WITH TEMPLATE BASED AUTOMATION AND CUSTOM FORMS SUPPORT

POWERFUL CRM WITH TEMPLATE BASED AUTOMATION AND CUSTOM FORMS SUPPORT

Pluggable architecture and advanced custom fields allow you to leverage the core UVC features and take it to the next level

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MOBILE CRM APP FOR QUICK AND EASY ACCESS ON THE GO

MOBILE CRM APP FOR QUICK AND EASY ACCESS ON THE GO

Take your office on the road with the UVC Mobile APP (iOS and Android). Manage calendars, contacts, tasks and continue Instant Messaging with the office

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Team Collaboration

Unique and powerful collaboration features like instant messaging with archiving support, secure file transfer between colleagues, sharing capabilities in all modules. Multiple users can reply, forward and interact in realtime with a shared mailbox.

A feature rich Mobile App for iOS and Android devices also available.

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CLIENT RELATIONSHIP MANAGEMENT

UVC provides many ways to segment clients and quickly filter through large lists. Automated processes give the user the ability to automatically trigger rotating tasks based on clients’ profiles. Custom fields & forms allow you to leverage the core CRM features and build on top of them for your specific needs. Custom fields can be integrated in table views, printouts and used in searches for mail merges and email marketing.

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REDUCE COST, MINIMIZE COMPLEXITY, IMPROVE PRODUCTIVITY

WE PROVIDE FLEXIBLE SOLUTIONS FOR YOUR BUSINESS NEEDS

Ultimate Inbox

All your email accounts in one location. Share folders, action and convert emails to tasks easily

Instant Messaging

Realtime communication and secure file transfers. Now extendible to our Mobile App

Powerful Calendar

Easy to use shareable calendar for scheduling appointments, group meetings, events and to dos

Projects and Tasks

Track short term and long-term tasks, assign tasks to colleagues and integrate within the calendar

Shared Contacts

View and share client’s information including, Journal history of emails, tasks, appointments, notes and project tasks

Realtime Mobility

Take your office on the road with the UVC Mobile APP (iOS and Android). Manage calendars, contacts, tasks and continue Instant Messaging with the office

Product Features

UVC offers a feature-filled application with centralized information accessible from anywhere at anytime. Functionally rich, our email, contact management, messenger, task, calendar, polls, and project management modules provides the ability to share information with other colleagues or friends. UVC’s state of the art technology bridges the gap between desktop software and web applications. It is a best of breed application that combines the sharing and ubiquitous access of web apps with the flexibility, productivity and offline access of desktop apps.

CLOUD BASED SOLUTION WITH OFFLINE SUPPORT0%
REALTIME COLLABORATION AND SHARING IN ALL MODULES0%
CRM WITH FEATURE RICH EMAIL BUILT-IN0%
FULLY CUSTOMIZABLE WITH OPEN API0%

OUR CLIENTS

 
 

  • UVC is the heart of our client management system. We have been using UVC for almost 5 years. As a team of professionals, UVC helps us share client information, gives us access to everyone's calendar and helps us effectively communicate between one another in various ways such as instant message, e-mails and notes. We love the tasks feature, meeting request and most importantly the journal activities. With the increasing compliance needs of our business, UVC simplifies this for us. UVC is simple to use and navigate. There are many custom features and layout that can be adapted to your needs. We have worked on many other systems and this one is by far superior in so many ways!

    MacKenzie Savone Team - http://www.financeforlife.ca

  • We are a small cabinet company in Chesterfield, Missouri and have been a customer of Universal Village since 2004.  In the past, we have tried other programs, but none have worked with the ease of Universal.  All of our employees have instant access to one another's schedules and they are able to keep a personal calendar as well. We use Universal to schedule deliveries and service calls, giving our sales team a snapshot of the week ahead at a glance. They know, for instance, exactly when their client's project  will be shipped or when the door replacement they've ordered is scheduled to be put on.  Universal has streamlined our communication process and made it easy to keep our company organized and informed. 

    Sandy Larson - www.beckallencabinetry.com

  • Our transition over to UVC was nothing less than fantastic!  Joe and his team were professional, knowledgeable  and dedicated to our team.  We are very happy with UVC and it has made a difference in our business.

    BlueSky Financial Planning - http://www.mybluesky.ca

  • UVC is fast, efficient and very easy to use.  It really is awesome. It keeps me organized every minute of the day.  The shared calendar, tasks, contacts, notes, file store, and secure file transferring between colleagues are all great features and used on a daily basis.  You can choose to share some things and keep other things private, it's up to you to decide how much or how little is shared. The email module has all the bells and whistles you would want and expect.  The ability to share emails with co-workers and link emails to tasks and/or clients is a huge time saver, keeps things organized and is a well used feature.   All the modules work together seamlessly and that's important and they create efficiency which means more time for me to spend on what really counts, the client.

    Andria Stevens - http://www.watermarkfinancial.ca

  • Change is always difficult, especially when you have been using something for years and decide to change to something you are unfamiliar with. We had been using a CRM system that had become an important part of our service delivery of our client so when faced with the idea of changing, it was not something we took lightly! Well, the transition from our old system to UVC was surprisingly smooth and the ability of the UVC team to customize the system was nothing short of amazing. Any questions were answered by the team quickly and efficiently, usually using the 'instant message' function in UVC. I highly recommend UVC and the UVC team if you are considering taking your CRM to the next level.

    Dean Trudeau - http://www.ipc-opes.com

  • The Mann Financial Group began working with Joe Srouji and Universal Village Corporation in October 2014 after Bruce met Joe at an IPC Conference in Montreal. We had several conversations with Joe before we transitioned from our previous contact management system and he was extremely thorough in ensuring that UVC would work specifically for the needs of our office. Bruce had looked at various contact management systems, UVC was very appealing as it was developed specifically for financial advisor offices. We can honestly say that UVC has made our office more efficient. It allows us to stay compliant and ensures we stay on track with meeting our client's individual needs.

    Bruce Mann - http://www.brucemann.ca

  • Our office just recently switched to UVC and has found it very user-friendly.  The ability to use different filters to search our client base has helped us communicate more consistantly with our clients.  The support from the UVC team is always fast & efficient.

    Crystal Ramage - http://www.corepg.ca

  • We have nothing but positive things to say about Universal Village and the support team. The program is user friendly, and has streamlined our office immensely; it has been a great addition. Even better though is the amazing customer service. I can honestly say I have never experienced such personal, knowledgeable, and efficient IT support. Thanks Alex and Joe!!

    Laurie Tanner - http://www.foxfinancial.ca

  • I have no idea how I ever ran my business without UVC.  I’ve spent countless hours test driving many popular CRM and collaboration tools and, in one way or another, they all came up short.  A few of our favourite features include: back office integration of client data, built-in feature-rich email application, automation of many service delivery processes we follow and the ability to create custom tabs/fields to generate reports that help uncover opportunities.

    Brian Eckhardt - http://www.portdalhousiefinancial.com

  • UVC is unique.  UVC is a powerful business and communications tool.  It is easy to learn, simple to use and is fully supported by a very knowledgeable, experienced and personable  technical team.  Running my business just got that much easier!

    Barbara Borylo-Gourdie