Solution for Independent Financial Advisors
Effectively managing the customer lifecycle – from marketing to sales to service – is critical to every company’s profitability and growth.
Main Features
- Marketing Analytics
- Task Scheduling
- Campaign Management
- Response and Lead Management
- Quote Generation
- Reports
- Commission & Premiums
Manager
- Manage large number of Associates with ease
- Complete dashboard view with up to date status
- Assign / monitor activities of Associates
- Approve / Disapprove Tasks of Associates
- Manage Clients/tasks
- Generate customized Reports
Associate
- To do List of Activities
- Updated Information and Status of Clients
- Create Marketing Activities
- Dashboard on the status of activities and clients
- Single system to monitor leads and opportunities
- Create a calendar of tasks & monitor and set reminders etc
