Savings Jar CRM Solves Three Major Pain Points for Financial Coaches

We created Savings Jar because we understand that people gain from financial coaching and peer support to build good financial habits for life. The key to helping people achieve better financial habits is financial coaching and peer support. Financial coaches love helping bring financial security to their clients’ lives while hating all the tedious manual work that supports that effort. We learned from interviewing financial coaches how Savings Jar could help financial coaches reach and coach more people.

Our conversations with financial coaches taught us that the following manual processes burden financial coaches:

• Lead generation.

• Budget reviews.

• Progress requests.

Financial coaches spend so much of their time on the manual processes above when they could be delivering expert advice and helping clients achieve financial wellness.

From our conversations with financial coaches and money coaches, we learned that gathering financial information and reporting is manual for most coaches. Furthermore, the coach needs to remind the client to send the financial information before the meeting or get the data during the session and generate a progress report on the fly.

There are plenty of valuable CRMs out there, from Salesforce to 17hats. What’s missing is a software solution that allows financial coaches the opportunity to focus on what they do best – helping clients gain control of their finances, prepare for the future, and achieve their goals. We designed Savings Jar together with financial coaches to provide the best financial coaching software. Savings Jar makes it easy to schedule and track clients, allowing financial coaches to gain actionable insights into their financial progress.

Savings Jar is more than a customer relationship management (CRM) solution. Savings Jar, the financial coaching client management software, allows financial coaches to log into a single platform and immediately see their clients progress towards specific goals. The financial coach can quickly review clients’ specific goals and benchmarks, focus more on their needs, and provide winning solutions. Our budget-preparation tools and automatic billing software saves financial coaches time and improve the bottom line. Savings Jar also connects financial coaches with more clients looking for financial freedom and expert advice.

With Savings Jar’s better CRM for financial coaches, they can say goodbye to tedious paperwork and easily manage clients’ relationships beyond just the sales process. Now, they can guide their clients toward financial health and improve their bottom line. And that’s time well spent.