The Conversion Engine for Financial Pros
More than a CRM. TwisterIQ empowers financial professionals with the tools to market smarter, engage prospects, and convert more clients—without tech overwhelm.
About TwisterIQ
Built by sales-minded professionals who understand that conversion is what matters most, TwisterIQ is designed for modern financial advisors and firms. It’s not just about managing data—it’s about creating consistent, meaningful engagement that leads to real growth. Whether you're solo or scaling a team, TwisterIQ helps you stay top-of-mind, build trust, and drive action with less friction.
Multi-Channel Marketing (SMS, Email, Voicemail, Social)
Prebuilt Campaigns (Reviews, Birthdays, Holidays, Cross-sells)
Integrated Scheduling with Smart Reminders
Complete Sales Pipeline Visibility
Data Hygiene: Clean Up & Reactivate Your Book
Mobile-First Funnel Engagement
Built-in Social Media Planner
Digital Business Card
Integrated Enhancements
Unlock added firepower with purpose-built tools that elevate your outreach, quoting, and automation capabilities—designed to help financial professionals convert more, scale faster, and streamline the sales journey.
TwisterIQ Dial
Supercharge your outbound activity with our integrated Sales Dialer. Quickly connect with prospects, personalize conversations on the fly, and move more leads through your pipeline—directly within TwisterCRM.
TwisterIQ Quote (coming soon)
Our integrated life insurance quoting tool gives you instant access to top-rated carriers or lets you curate your own favorites. Use paid access or a free quoter link through an affiliated agency. You focus on client conversations—we handle the backend.
TwisterIQ Review
Financial Pros can effortlessly collect reviews on Google, Facebook, and Agent Review.net. Boost your visibility, build trust, and manage your online reputation — all from one easy-to-use platform.
Success Snapshot:
A financial advisor used TwisterIQ to clean up a dormant database, reengaged old leads through automation and AI-powered follow-up, and booked over 47 appointments
Book a Demo Today to see TwisterIQ in action
Want to see how it all works together?
