Effortless CRM Portal Migration with Contengo
Contengo client portals present a seamless step up for financial services firms considering or currently using the default client portal bundled with your CRM/back-office system.
Extensive research and development has been invested to ensure that Contengo client portals will meet the needs and expectations of both current and future financial services clients and their adviser firms. We are experts at financial services data and user experience.
Our client portal fact find can feed data to and from other systems for a truly integrated experience. We can handle your migration and you can run the systems in parallel for a smooth and controlled transition.
3 Steps to Break Free from Complexity and Excel
Arrange Your Demo
Let us show you how we are helping firms streamline their operations.
We'll Complete the Set-Up
We will go through an Onboarding process to link all the systems & data you need.
Watch Your Business Scale & Thrive
Create a feeling of excellence in your proposition for both your clients and staff.
Our Wealth Management Solutions
Facts & Figures
Why Choose Contengo
Experience
We have been working in this industry for over 13 years and have delivered award winning products. Our combination of technical expertise and understanding of business has been called out and highly praised on multiple occasions.
Trust
Over 8,000 users log in to Contengo systems, overseeing £19bn in assets, with 650 provider firms accessing Contengo portals regularly. This has all been achieved in just three years because we have delivered on our promises and engendered the trust of our customers.
Our Promise
We guarantee working with Contengo will reap results for your business; we take full responsibility for leaving you with a working system. We will always work in the best interests of our customers.
