HOME OFFICE CRM
Cyrano oversees your entire block of retirement plan business.
Our mission is to provide a unique white-labeled application that ensures data protection and on-going plan monitoring. Through this streamlined platform, you will be able to integrate leading industry tools and build automation within a customized org.
CRM Features
Data Protection
We prioritize data security by adhering to expert guidelines and implementing all recommended measures to protect your firm’s data.
Centralized Accounts
Plan data, documents, and notes are centralized in one location, ensuring easy access for home office personnel and advisors.
Multi-Tier Profiling
We design a custom profiling network to fit any complex organization, tailoring each profile to your business model’s needs.
