They provide free trial for the product so you could try the service before buying it , the site is very secured so your information and your customer data is secured don't worry , they have 24/7 online support , there is a lot of ways for training like documentation , webinars , live Online and in person
The site is somewhat slow but not bad by the way if you have a high internet speed you won't notice that , if you are new in the financial Services it wont be easy for you to use the product until you see how to use it and train on it using the ways they provide .
You should use this product it will really help you in your job , make it really easy to contact with the customer , you could try it before buying the product because the provide free trial so you will try every feature they provide like : Asset Management - Marketing Management - Relationship Tracking - Lead Management - Team Assignments - Influence Tracking - Account Alerts .
The product gives me asset management , marketing management , lead management , account alerts
, you can add tasks and events to remind you and a lot of things , it makes the contact with the customers and see the work more more easy and i can finish the work faster than normal using it .