Sales Process Delivery

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Elements are engineered to support key stages of the Wealth Management sales process, and support individual producers, their assistants, sales directors, New Business Committees, product managers and external audiences such as other parts of the organization with vested interest in incentive credit and profitability. 

Programs designed to monitor and/or incent for calling activity as well as support team selling strategies are readily tracked via automation to reduce the sales professional’s reporting demands, where journaling and other prospect-manager usage generates automated reporting on pipeline, team activity, sales calls, forecasts & sales results.  
 

Key Business Functions & Features

• Full Pipeline Management & Tracking

• Referrer Statements & E-Mail Alerts

• Sales Call Tracking & Proactive Ticklers

• Incentive Claim Workflow and Plan Payout

• Know Your Customer (KYC) Processes

• Team Deal-Management & Cross Referrals

• Prospect File for Mailings/Events/Leads