Build trust.
Grow business.
Financial services is about relationships. Serrét gives you the tools to manage clients, recommend products, stay compliant, and grow your practice — without drowning in admin.
The challenges you face
Complex product landscape
Dozens of products across multiple providers. Keeping track of features, rates, and suitability is a full-time job.
Compliance pressure
Regulatory requirements demand documentation, disclosures, and audit trails. Missing a step means risk.
Client relationships
Clients expect you to know their history, preferences, and goals. Generic CRMs don't capture the nuance.
Revenue visibility
Trails, upfronts, fee structures — understanding what you've actually earned requires spreadsheet gymnastics.
How Serrét helps
Purpose-built tools for financial service professionals.
Cadence — AI Call Companion
Pre-call briefings in <500ms, live AI assistance, and auto-generated summaries. Your co-pilot for every client conversation.
- <500ms briefings
- Live AI answers
- Auto summaries
- One-click CRM updates
Client Portfolio View
See each client's complete picture — products held, review dates, communication history, and opportunities.
- 360° client view
- Review scheduling
- Communication log
- Opportunity tracking
Product Finder
Search and compare products across providers. Find the right fit for each client based on their needs and risk profile.
- Multi-provider search
- Feature comparison
- Suitability matching
- Rate comparisons
Compliance Tools
Built-in workflows ensure required disclosures and documentation. Audit trails give you peace of mind.
- Disclosure tracking
- Document management
- Audit trails
- Compliance reporting
Revenue Tracking
See exactly what you've earned, what's pending, and what's coming. No more spreadsheet reconciliation.
- Upfront tracking
- Trail monitoring
- Fee calculations
- Revenue forecasting
Wellness Suite
Financial services is high-pressure work. 90+ exercises for stress, focus, and energy help you sustain performance.
- Quick resets
- Focus exercises
- Stress relief
- Energy boosters
Business Analytics
Understand your practice — client acquisition, retention, revenue trends, and growth opportunities.
- Client metrics
- Revenue analysis
- Growth tracking
- Performance insights
The Serrét difference
Ready to focus on what matters?
Book a discovery call and see how Serrét can help your financial services practice — configured for your workflow.
Accelerator fee 100% credited to subscription