Revolutionizing Financial Data Management:
Integrating NZX with Zoho CRM


Staying ahead with real-time market data is crucial. This is precisely what the integration of New Zealand Exchange (NZX) data with Zoho CRM offers to financial professionals.

Understanding NZX

The New Zealand Exchange (NZX) operates New Zealand’s stock market, providing high-quality information, including stock prices, market data, and company announcements. It’s a pivotal resource for financial professionals seeking timely and accurate market insights.

zoho crm and NZX integration

Integration Benefits: A New Era for Financial Professionals

Integrating NZX data into Zoho CRM transforms the way financial advisors, analysts, and investors access and use market information. Here’s how this integration benefits users:

1. Real-Time Market Data Access

Users can access live market data from NZX directly within Zoho CRM. This includes stock prices, trends, and company announcements, ensuring financial professionals are always informed.

2. Enhanced Client Advisory Services

With immediate access to NZX data, financial advisors can provide up-to-date advice and insights to clients, enhancing service quality and client trust.

3. Automated Data Updates

The integration automates the flow of market data into the CRM, eliminating the need for manual data entry and reducing the risk of errors.

4. Efficient Portfolio Management

Advisors can manage client portfolios more effectively by having all relevant market data and client information in one place.

5. Informed Decision-Making

The integration aids in making informed investment decisions based on the latest market trends and data. It also allows creation of charts and analytics within the CRM record.

6. Customizable Workflows

Zoho CRM allows customization to align with specific business processes and requirements, enabling users to create workflows that reflect their unique operational needs.

How It Works

Once configured, NZX market data feeds directly into Zoho CRM. Users can track and manage this data through customized fields and modules, streamlining their workflow and decision-making processes.

Integrating NZX data with Zoho CRM is a game-changer for financial professionals in New Zealand. It offers a unique combination of real-time market insights and effective customer relationship management. This integration not only empowers financial advisors with up-to-date market information but also enhances their ability to offer personalized, data-driven advice to their clients.

Let’s integrate NZX and Zoho CRM

Access up-to-date financial data right from your Zoho CRM