Swivel Connect vs Triad Experiences

Swivel Connect is the companion mobile app to Swivel CRM's web-based application. Swivel is the only CRM that works for all financial professionals. With Swivel Connect mobile app, you will always stay informed on-the-go, and can easily access the power of your Swivel CRM account from the palm of your hand, anytime, anywhere, for free. Stay connected to your clients, manage appointments and complete essential tasks on any mobile iOS device. Swivel Connect prepares you to answer client questions in the moment, build trust and develop deeper relationships with your clients. It's time to start working smarter, not harder with Swivel Connect. Key features include: • Real-time sync: All updates made in the app sync seamlessly with your CRM, ensuring you have access to the most up-to-date client information, whether you're on the go or back in the office. • Dashboard: Get insights when you need them by checking the dashboard and tracking the status of pending and completed new business by all production or by line of business. • Client management: Quickly view and update contact information, access policy and account information and easily record notes and follow-ups. • Enhance client trust: Deliver accurate and timely information in just a few taps by sending client's portfolio summary directly through the app. • Appointment scheduling: Access your calendar, schedule meetings and update appointments, all from the convenience of your mobile device. • Task and workflow management: Create, edit, and complete tasks while on the move, ensuring nothing falls through the cracks in your busy schedule. Download Swivel Connect today and never miss an opportunity whether you're in office or on-the-go!

The Triad Experience App is your all-access pass to the world of Triad—an ecosystem designed to deliver extraordinary, one-of-a-kind experiences for elite financial advisors and visionary leaders. Whether you're joining a private mastermind, immersive summit, or flagship legendary experiences - for members, their teams, and families - the app enhances every moment—from anticipation to post-experience breakthroughs. Stay fully connected with a personalized agenda that includes your sessions, speaker engagements and breakout experiences. Real-time updates ensure you're always informed of changes or new opportunities. Explore speaker bios and session overviews to deepen your connection with every talk. Interactive venue maps help you navigate with ease, whether you're on-site for the first time or a returning guest. The app also delivers curated photo galleries, video recaps, and exclusive content that lets you relive the magic. Access downloadable resources, takeaways, and session materials to extend the impact long after the experience concludes. Intentional connection is at the heart of every Triad experience. Use the in-app member directory and messaging tools to network with like-minded leaders and build powerful new relationships. With real-time announcements, personalized alerts, and integrated tools that keep you organized and inspired, the Triad Experience App is more than a digital assistant—it’s a portal to transformation. Your legendary experience starts here.