The CRIS System

Welcome to the UK's leading referral management system for the financial services sector. 

The Client Referral Information System (CRIS) is the ideal tool for advisers that are involved in developing and managing professional connection relationships.

The system allows the adviser to keep all of their introducers fully informed of the progress of all referrals made to them as well as actively managing the financial advisers that are working on the referrals.

The system has a Trustee module that will help advisers that are particularly interested in receiving Trustee business from solicitors; this is of particular interest to the COLP within solicitor practices that are looking to demonstrate compliance with SRA rules.

The software offers the following:-

• A robust but simple administration system
• Detailed records of dates, times and outcomes of all client meetings
• Tracks any fees or commissions that are owed
• A means to comply with regulatory authority requirements on record keeping
• A complete audit trail, available for inspection at any time
• Effective management of client meetings and the outcomes
• Effective management of the referral process 

Although the software has been primarily used in the financial services arena and typically by financial advisers, lawyers and accountants, the software can used wherever a customer is being referred to a third party