1 / 21

2012

2012. THE CONNECT PLATFORM. WFG MOBILE. Annuity Intel. BASIC. ACS. ADVISOR CONNECT. WFG MOBILE. Annuity Intel. BASIC. ACS. Fee-Based Tools. PLUS PREMIUM. Thomson ONE . NEEDS BASED ADVANCED. BASIC ADVANCED. WFG Connect: PLATFORM . Single-Sign On

asha
Download Presentation

2012

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. 2012

  2. THE CONNECT PLATFORM WFG MOBILE Annuity Intel BASIC ACS

  3. ADVISOR CONNECT WFG MOBILE Annuity Intel BASIC ACS Fee-Based Tools PLUS PREMIUM Thomson ONE NEEDS BASED ADVANCED BASIC ADVANCED

  4. WFG Connect: PLATFORM Single-Sign On Docupace | Orion Advisor | Annuity Intel Report | AI Insight Paperless Workflow & Compliance Document Imaging Billing, Compensation, Email, Instant Messaging Web and Mobile Access

  5. Note: All fees are subject to change

  6. Select A Solution To Manage Your Client Data and Your Business. Notes from Meetings 1. Do You Record/Maintain Personal DataAbout Your Client Base? Call History Birthdays 2. Do You Want to View YourClient Account Data? • Households • Clients • Financial Accounts • Holdings 3. Do You Want to Edit Your Client Account Data&Generate Reports & ViewsIn Dashboards?

  7. WFG Connect: THE STANDARD Record & Maintain Personal Data Build Personal History on Clients Account Data is View Only & One Account at a Time No Reports Or Dashboards

  8. Note: The “Standard” offering requires the purchase of one “Full Access” or “Premium”. All fees are subject to change

  9. WFG Connect: FULL ACCESS Record & Maintain Personal Data Build Personal History on Clients Multiple Report Options Client Snapshots | Pre-Packaged | Customized Client Account Data View, Edit, Compare, Filter Multiple Accounts Multiple Dashboard Views Top 10 client accounts with cash positions Assets under management by Custodian Number of accounts by Custodian to name a few

  10. All fees are subject to change

  11. *Fees are per Registered Rep and billed monthly with a 12 month commitment. **The “Standard” offering requires the purchase of one “Full Access”. *** Read Only Access = no edit or update to any record fields. All fees are subject to change

  12. Note: All fees are subject to change

  13. Note: All fees are subject to change

  14. QUESTIONS?

  15. ADVISOR CONNECT WFG MOBILE Annuity Intel BASIC ACS Fee-Based Tools PLUS PREMIUM Thomson ONE NEEDS BASED ADVANCED BASIC ADVANCED

  16. NEW ADVISOR ! How to Get Started! Note: Information from other CRMs must be imported into Salesforce #1) WFG Transitions & You #1a ) Fill in an Excel spreadsheet supplied by WFG with your Client Account Data; send back to WFG #1b) Paperwork is generated and returned for you to sign and submit to WFG #1c) WFG scans your paperwork into Docupace, a document imaging and workflow solution. • IMPORT PERSONAL CILENT DATA INTO • STANDARD • FULL ACCESS #4) Training #3) New Account Info Populates #2) Docupace secures approvals; Facilitates opening of New Accounts;Change of Broker Dealer; Sends information to Salesforce CRM

  17. CURRENT ADVISOR ! How to Get Started! Note: Information from other CRMs must be imported into Salesforce DATA FEED NFS, Pershing, TD, Fidelity • IMPORT PERSONAL CILENT DATA INTO • STANDARD • FULL ACCESS #1) Training Client Account Data is in Place - Accounts, Households, and Contacts

  18. Importing Your Personal Client Data Currently, What Format is Your Personal Client Datain? PAPER? CRM? EXCEL? OUTLOOK?

More Related