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ACT! by Sage for Financial Professionals 9.0
With more than 2.7 million individual users and 41,000 corporate customers, ACT! continues to be the #1 contact and customer management solution across all market segments, with a particularly high adoption rate in Financial Services.
ACT! for Financial Professionals solutions were designed for professionals in the Financial Services market. These solutions enable the centralizing of important prospect, client, and associated financial information and sharing of information across teams. The organization benefits from more secure contact and financial data, defined tracking processes, and assistance with compliance reporting. With ACT! for Financial Professionals solutions, you not only improve access to critical contact information, but also provide increased protection for your organization with detailed records of all interactions.
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Product Overview
Designed specifically for financial services professionals, ACT! for Financial Professionals delivers comprehensive contact and compliance management solutions that equip you and/or your team with the tools you need to enhance client retention and growth while helping you maintain corporate compliance and tracking standards.
Why Choose ACT! for Financial Professionals?
- Logically capture critical financial details for each contact, utilizing industry-specific layouts and fields.
- Centralize key prospect and client data for immediate access and high levels of service.
- Quickly update the primary address for a client to ensure communications are received in a timely manner.
- Reduce the risk of losing critical contact and client information.
- Data portability to take client information when making calls outside of the office.
- Increase quality and effectiveness of communications to encourage client trust.
- Stay on top of all client commitments to provide better service and increase revenue.
- Manage and grow your client base using top-notch prospecting and marketing campaigns to increase your client touches.
- Prioritize your demanding work day to ensure you are as productive as possible.
- Easily perform look-ups to deliver faster customer service.
- Manage prospects from initial inquiry to full client status.
- Report on activities associated with client and prospect status for a complete view of your business¡¦ health.
- Stay productive by taking critical contact, appointment, and to-do information on-the-go.
Additionally, your ACT! for Financial Professionals purchase includes ACT! Business Care1, an exceptional maintenance service plan that includes priority access to senior product support specialists, and product upgrades and updates2, all ensuring the best possible experience for your organization.
Should you be considering ACT! Premium for Financial Professionals?
In addition to ACT! for Financial Professionals, we offer ACT! Premium for Financial Professionals. ACT! for Financial Professionals is ideal for individual financial advisors, small teams of up to 10 networked users3, or large disparate workforces that don't require data sharing. ACT! Premium for Financial Professionals meets the needs of larger workgroups and teams of financial advisors4. In addition, it offers functionality such as centralized administration, advanced security features at the user and contact level, and automatic database synchronization, backup, and maintenance which facilitates administration and support for corporate administrators or IT.
Current Using ACT!?
ACT! for Financial Professionals, a comprehensive contact and compliance management solution, delivers all the great productivity features included with ACT!, plus additional ways to capture key financial information required for tracking critical client relationships. With ACT! for Financial Professionals you¡¦ll benefit from custom layouts as well as features and functionality designed specifically for financial services professionals so you¡¦ll have more time to focus on what¡¦s important ¡V acceleration of prospect closings and up-sell to existing clients.
Why Choose ACT! for Financial Professionals?
On top of what¡¦s already included in ACT!, you can:
- Capture key contact, account, investment, and financial planning information in custom tabs designed for financial services professionals.
- Quickly update the primary address for a client to ensure communications are received in a timely manner.
- Assist with compliance reporting.
- Easily identify high priority clients with the Category and Tier fields for custom service.
- Customize1 your data records to align with your business and client base.
- Bookmark a Contact for easy navigation and a reminder of any immediate associated action.
- Maintain complete information by identifying any missing fields associated with each contact.
1. All customization within design layout is allowed with exception of removing or adding ACT! for Financial Professionals custom controls (these include age text box, household text box, and custom button).
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