ACT! 2010 for Financial Professionals to Manage Your Client Relationships

Buy ACT! for Financial Professionals products at a discount! BUY NOW

ACT! for Financial Professionals is a comprehensive contact and client management solution that provides a complete picture of your client relationships.  ACT! for Financial Professionals enables you to access relationship details instantly to impress clients with your recall of their information; leverage their friend and family networks; foster client loyalty with personalized communications and tailored service levels; and collaborate better with assistants and partners. 

WHY YOU SHOULD BUY  In a weaker economy, it’s tempting to "wait it out," but consider the cost of doing nothing. ACT! helps you grow your business by attracting new clients and getting more from existing relationships.

ACT! by Sage Premium for Financial Professionals meets the needs of larger workgroups and teams of advisors and offers team security and functionality. It is ideal for advisor teams larger than 10 users to share and assign activity, opportunity, and contact data between advisors and assistants who are working together. With five levels of security and automatic database administration, ACT! Premium for Financial Professionals further enables collaboration.

WHAT YOU WILL GET  ACT! is more powerful and effective than e-mail and spreadsheet solutions, but easier to use, quicker to get up and running, and less costly and complex than other Customer Relationship Management (CRM) solutions.



Capture Business-Critical Information
View a complete picture of every relationship with a central and secure repository for critical client and prospect data—whether you work alone or in a team1 of financial advisors—so detailed prospect and client information is always at your fingertips. Logically capture critical financial details for each client, using industry-specific layouts and fields. With ACT! for Financial Professionals, you can track account information, financial profiles, client relationships, family members, advisors, estate planning information, insurance and annuity records, and more. You can even segment clients by category and tier, and record important notes for each contact on the main view for high visibility.

-> Impress clients with your memory by organizing and quickly recalling their unique financial profile, interests, and other personal information.
-> Leverage your client networks by tracking households, relationships, and family members with quick visibility into conversations you’ve had with each.
->  Stay focused to make every client feel like your top priority.
-> Foster client loyalty with well-timed and personal communications and by segmenting clients by profile for a tailored level of service.
-> Collaborate better with your team with all business-critical client and prospect data centralized in one shared1 location, and with critical notes to your assistant or other team members denoted with high visibility.
-> Help satisfy compliance requirements by keeping details of each interaction with a client or prospect in a secured database with a date and time stamp.