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Increasing Productivity with an Enterprise CRM Solution

Increasing Productivity with an Enterprise CRM Solution. Shannon Dempsey Vice President, Sales. CRMs and the Enterprise. Open Architecture Discount programs given for the sponsored vendors Advisors have their data in separate databases (data silos). CRMs and the Enterprise.

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Increasing Productivity with an Enterprise CRM Solution

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  1. Increasing Productivitywith an Enterprise CRM Solution Shannon Dempsey Vice President, Sales

  2. CRMs and the Enterprise • Open Architecture • Discount programs given for the sponsored vendors • Advisors have their data in separate databases (data silos)

  3. CRMs and the Enterprise • Advisors Assistant Enterprise • One single enterprise database with contacts separated by advisor within that database • Multiple advisors can be supported by one assistant • Managers can have access to groups of advisors • Top management and compliance officers can have access to the entire database

  4. Broker Dealer Challenges • Recruitment • Younger Advisors expect more technology • Data Capture and Integration • Single Sign-In

  5. Advisors Assistant Enterprise • Industry Specific • Ready for your Advisors Right Out Of The Box • Can be installed locally to your network • No expensive third-party customizations required • MS SQL Database Engine • Makes it easier to pass data between back office systems

  6. Too Many Data Silos – Unmanageable Data DATA DATA DATA DATA DATA DATA DATA DATA DATA DATA DATA DATA DATA DATA DATA DATA DATA

  7. Advisors Assistant Enterprise • Single Point of Entry • One database with access through computers, smartphones, and tablets • Single sign-on through your company’s website using Windows Authentication

  8. MS Exchange & Outlook Support

  9. Single Database with Access Rights

  10. Role Based Security

  11. Process Logs for Audits

  12. Report Maintenance

  13. Central Access for Compliance

  14. Workflows

  15. Centralized Marketing

  16. Integration • Integration with many Industry Programs • Advisors Assistant API • Both allow you to Add or Modify Data CMS Partners With You Through The Entire Process To Help You Achieve CRM Success

  17. High Efficiency – Low Cost • Industry Specific • Ready for your Advisors Right Out Of The Box – no expensive third-party customizations required • Affordable & Easy To Use • Advisors Assistant was awarded a 91% Satisfaction Rating by users • Unlimited support for all user’s provided by CMS • Advisors Assistant Support awarded a 92% Satisfaction Rating by users, and Citrix sessions average a 97% positive rating

  18. More Than Just A CRM • Portfolio Management with Downloads • Insurance Policy Management • Document Management & Integrations • Mobile Solutions • Multitude of Third Party Software Integrations Fully Integrated In One Powerful Program

  19. The Best of Both Worlds Advisors Assistant Discount Programs Advisors Assistant Enterprise We’ll work with you to create the solution that works best for your organization

  20. The Leader in Client Management Software for Financial Services www.AdvisorsAssistant.com (800) 799-4267 Shannon Dempsey Vice President, Sales

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