Sage ACT! for Financial Professionals 2010

 

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. And it even helps you satisfy compliance requirements!

 

Why Choose ACT! for Financial Professionals?

• 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.

 

Sage ACT! for Financial Professionals 2010, a contact and client management solution that helps financial advisors develop their client and prospect relationships. Sage ACT! Premium for Financial Professionals 2010, also available today, helps larger advisor teams securely collaborate, share contacts, and manage activities on a shared database.

 

ACT! for Financial Professionals 2010 features and enhancements include the ability to link relationships between multiple contacts, improved Microsoft® Outlook® integration, expanded search capabilities, and options for scheduling automated database maintenance.

 

ACT! for Financial Professionals helps users:

• Capture and organize customer and prospect profile information with customizable data fields, tabs, and layouts specifically designed for financial advisors.
• Leverage client networks by tracking households, relationships, and family members with quick visibility into conversations held with each.
• Provide tailored levels of service appropriate for each client's financial status.
• Maintain details of each client or prospect interaction with date and time stamping to help satisfy compliance requirements.
• Analyze data with dashboard and reporting tools to gain insight into sales activities and make more informed business decisions.
• Integrate ACT! data with other everyday applications including Microsoft® Outlook, Word, and Excel®.
• Access ACT! data on-the-go with BlackBerry, iPhone, and Palm OS mobile devices.

Get all the relationship-building power of Sage ACT!, plus financial-specific features:

• Segment your clients to provide superior, tailored service by indicating each client's status and priority.
  
• Track their financial portfolio, plus estate, college, and retirement planning needs and accounts.
  
• Bookmark key contact records for quick navigation-as a reminder for a later callback or other follow-up.
  
• Keep up with clients who have multiple residences. Maintain multiple addresses for each client and change the primary address on-the-fly.
  
• Record critical notes for better team communication. Relay key information through high visibility immediately upon entering a client record, and specify searchable keywords for each contact.
  
• Easily access family and personal information too. Store social security numbers, birthdays, interests, and more about each client and their family members, authorized traders, and gifts they've made.

Should you consider Sage ACT! Premium for Financial Professionals 2010?

In addition to ACT! for Financial Professionals 2010, ACT! Premium for Financial Professionals 2010is also available. ACT! Premium for Financial Professionals is ideal for advisors to share and assign activity, opportunity, and contact data between advisors and other specialists who are working together. If you have larger workgroups and teams of financial professionals and need the additional security features and functionality, ACT! Premium for Financial Professionals is the choice for you.

Sage ACT! for Financial Professionals Product Brief (pdf)

What's New in Version 2010(pdf)

 

 

<---back to Sage ACT!