Startup Idea: Client Relationship Management Software for Finance

Startup idea to develop an intuitive and easy-to-use software solution for client relationship management in the finance sector. The software should help confer with clients about their accounts and brokerage statements, simplifying the process and keeping track of meetings and actions.

Finance

Huge point of frustration is dealing with client relationships. I want an easier way to confer with clients about their accounts and brokerage statements. Currently use a Salesforce solution that is difficult to use. I want something that simplifies this conference and lets me readily keep track of it as well.

I'm not sure what I would pay for this service. Dependent on what is offered.