Recruiting Management
Increase the effectiveness of your recruiting team by streamlining and standardizing the complex processes involved in positioning your firm, using the power of SalesPage Broker/Dealer.
Manage Leads
Track the source of every lead and automatically assign newly created leads based on territories or established business rules. Monitor the progress of leads from inception through transition, gauging performance every step of the way. Trigger new activities upon completion of prior stages and systematically guide the process to facilitate more accurate forecasting and funnel management.
Optimize the Recruiting Process
Apply best practices and optimize the recruiting process based on past history with the advisor, annual production, the type and experience level of the advisor, or other factors.
Analyze Recruiting Data
Accurately predict the success of the recruiting process by accessing comprehensive reports or a graphic representation of your funnel. Analyze recruiting and lead data across time to evaluate progress toward established goals, to forecast likely future results and to assess the effectiveness of individual recruiting methods. Assess the effectiveness of individual recruiting methods based on win/loss analysis to highlight methods requiring modification.
Manage Territories
Define and maintain complex territories to strengthen the flow and assignment of leads, support issues, service requests and other items to the appropriate personnel within your firm. Establish territories based on geography and roles, as well as other relevant data such as product line or advisor type. Retain historical versions of territory definitions; propose new definitions; assess the impact of potential realignments prior to implementation.
Broker/Dealer: Marketing Automation
Broker/Dealer: Advisor Services and Support
