The CRM that turns enquiries into booked consultations.
Zyri captures every enquiry from WhatsApp, ads, calls and your website, books the consultation straight into your calendar, and follows up until the client commits, then keeps them close for renewals and referrals.
In finance, trust is slow, and slow follow-up loses the client.
Someone enquires about a plan or policy, then hears nothing for two days. A warm lead books a call that never gets confirmed. High-value clients need several touches before they commit, and each forgotten follow-up is a relationship, and the fees, gone to an advisor who stayed in touch.
Every enquiry booked. Every client followed up to yes.
Zyri replies to every enquiry in seconds, books the consultation into your calendar, and sends confirmations and reminders so clients show up. It nurtures each prospect through a long, trust-based cycle with the right message at the right time, and keeps existing clients close for reviews and renewals. A financial services CRM that turns interest into committed clients.
Part of the all-in-one Sales CRM by Zyri.
Everything a financial firm needs to book more and lose fewer.
Capture every enquiry, every channel
WhatsApp, ads, calls and website, all into one inbox.
Instant enquiry response
AI replies to enquiries in seconds, day and night.
Consultation booking and calendar
Clients book consultations straight into your calendar.
Meeting reminders and confirmations
Automatic confirmations and reminders, plus a follow-up if missed.
Trust-based follow-up
Nurture every prospect through a long, trust-based cycle.
Tag and segment clients
Group by product interest and value, so every message fits.
Retarget by WhatsApp, email and offers
Push the right offer to the right segment on the channel they read.
Auto-assign leads
Round robin or by specialism, so every lead lands with the right advisor.
Automate any pipeline stage
Trigger a message, task or reminder at any stage, hands-free.
How Zyri runs your client pipeline.
From first enquiry to committed client, and the next referral, hands-free.
Capture
An enquiry comes from WhatsApp, an ad or your site. Zyri replies in seconds with the right first answer.
Auto-assign
The lead is routed to the right advisor automatically, round robin or by specialism.
Tag and segment
Zyri tags the client by product interest and value, so every message fits.
Book the meeting
Zyri books the consultation into the calendar and sends the invite, reminder, and a follow-up if it is missed.
Follow up to commit
Through a long, trust-based cycle, Zyri nurtures the client until they say yes.
Retain and refer
Zyri keeps clients close with reviews, renewals and referral nudges.
Hi David, we hope your retirement plan is working well for you. Could you spare a moment to leave us a Google review?
Thank you, David. We are delighted your plan is on track. We are always here when you need us.
When the review lands, Zyri reads it and replies in a natural, human way based on what the customer actually said, not a canned template.
You do not build any of this from scratch. Start from a ready flow for your industry and change what you like.
No code. Compliant, and live in days.
You do not need an IT team to run your financial services CRM. Connect your channels, set your consultation calendar and follow-ups yourself, and enquiries start becoming booked meetings. If your team can use WhatsApp, they can run Zyri.
Built for everyone in the firm.
Firm Owner
A full calendar of qualified consultations.
Advisor
Follow up perfectly, without lifting a finger.
Client Service
Keep every client close and renewing.
Everything you need to grow your business. Even on the go.
Run your whole business from your pocket, top to bottom, with real people ready to help whenever you need them.
Mobile app
Run your business from anywhere.
Award-winning support
Real help from real people, whenever you need it.
Automation
Set it up once, and let it run.
Zyri books our consultations and follows up so well that clients feel looked after before they even sign.
Financial services CRM, answered simply.
Everything you need to know about Zyri for financial services.
A financial services CRM helps advisors, wealth managers and insurance firms capture enquiries, book consultations and follow up until clients commit, all in one place. Zyri replies instantly, books meetings into your calendar and nurtures every client through a long decision cycle.
New booking confirmed
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READY WHEN YOU ARE
Book more meetings. Win more clients.
See Zyri working on your own enquiries in a 20-minute demo.