Predict your next investment

About Rocket

Rocket.im helps you manage your email inbox. Create todos, events, news messages, or simply share an email with your team. Communication is meant to be social and we are integrating task management with email.

Rocket Headquarter Location

Latest Rocket News

ClientCircle to Help Financial Advisors Grow Business

Nov 17, 2021

A new product from Rocket Referrals will bring innovative marketing, communications and relationship-building tools to the financial services industry. ClientCircle , a new communications, relationship-building and business growth software for financial advisors, is coming to the financial services industry. New software, ClientCircle, will help financial advisors grow their business. Created by Rocket Referrals, a leading insurance communications company in the U.S., ClientCircle will help financial advisors grow their business with tools made for finance. “We have helped thousands of insurance agents grow their business since 2013, and we’re excited to do the same for the financial services industry with their unique needs in mind,” said  Torey Maerz , president and CEO of Rocket Referrals. ClientCircle will offer a comprehensive lineup of tools designed for financial services—automated online reviews, referrals, reputation management, FINRA-compliant communications, prospect and client relationship-building campaigns, a compliance collaboration center, and data retention capabilities—are just a few of them. “Like every industry, the financial services industry faces many challenges—from ongoing, complex regulatory changes to the quickly evolving needs of consumers,” said Maerz. “Financial advisors need tools to help them build better relationships, re-establish their value in the market with a reduced need for a mediator, and grow their business. With ClientCircle, they’ll have the industry-leading software they need to succeed.”

Predict your next investment

The CB Insights tech market intelligence platform analyzes millions of data points on venture capital, startups, patents , partnerships and news mentions to help you see tomorrow's opportunities, today.

Rocket Patents

Rocket has filed 27 patents.

The 3 most popular patent topics include:

  • Cooking utensils
  • Analog circuits
  • Antiseptics
patents chart

Application Date

Grant Date

Title

Related Topics

Status

6/19/2020

10/19/2021

Transcription factors, Clipboard (computing), Bookbinding, RNA, Educational psychology

Grant

00/00/0000

00/00/0000

Subscribe to see more

Subscribe to see more

Subscribe to see more

00/00/0000

00/00/0000

Subscribe to see more

Subscribe to see more

Subscribe to see more

00/00/0000

00/00/0000

Subscribe to see more

Subscribe to see more

Subscribe to see more

00/00/0000

00/00/0000

Subscribe to see more

Subscribe to see more

Subscribe to see more

Application Date

6/19/2020

00/00/0000

00/00/0000

00/00/0000

00/00/0000

Grant Date

10/19/2021

00/00/0000

00/00/0000

00/00/0000

00/00/0000

Title

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Related Topics

Transcription factors, Clipboard (computing), Bookbinding, RNA, Educational psychology

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Status

Grant

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

CB Insights uses Cookies

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.