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SalesPage Broker/Dealer: CRM for Managing Advisor Relationships

SalesPage Broker/Dealer: CRM for Managing Advisor Relationships. Agenda. What is Advisor Relationship Management ? SalesPage Broker/Dealer Survey Results Goal and survey demographics Survey Highlights Overview of SalesPage Broker/Dealer Questions & Answers. Definition.

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SalesPage Broker/Dealer: CRM for Managing Advisor Relationships

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  1. SalesPage Broker/Dealer: CRM for Managing Advisor Relationships

  2. Agenda What is Advisor Relationship Management? SalesPage Broker/Dealer Survey Results • Goal and survey demographics • Survey Highlights Overview of SalesPage Broker/Dealer Questions & Answers

  3. Definition Advisor Relationship Management (ARM): A strategy employed by a Broker-Dealer to gain a competitive advantage over its competitors by improving how it manages the life cycle and communication with an advisor. AKA: Back-Office CRM for Broker-Dealers

  4. SalesPage 2012 Broker/Dealer Survey Primary Goals: • Identify adoption rate for back-office CRM • Prioritize B/D requirements • Determine B/D satisfaction w/ current solutions Survey Response: • 54 responses from 49 firms • BD’s ranged from 10 reps to more than 3,500

  5. Back-Office CRM Adoption Rate

  6. Level of Satisfaction

  7. “Satisfaction Gap” – Usage vs. Priority

  8. BD’s are NOT fully leveraging CRM

  9. SalesPage Broker/Dealer Back-Office CRM for Broker-Dealers

  10. SalesPage Broker/Dealer Designed specifically as a BD back-office CRM Standard or custom implementations Deploy enterprise-wide or by department Available as SaaS, managed hosted, or on-premise model

  11. SalesPage Broker/Dealer “SalesPage 2012 Broker-Dealer Back Office CRM Survey Results and Analysis” will be published in April. SalesPage also has published a white paper called “Advisor Relationship Management (ARM): Identify, Recruit and Retain the Right Advisors” For a copy of one or both of these documents please see Aric Faber at the booth after my presentation.

  12. Q & A SalesPage Contact: Aric Faber Executive Director, Business Development E-Mail: afaber@salespage.com Phone: 269-567-7401

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