“We are committed to maintaining our distinction as a service leader, and we rely heavily on SalesPage Broker/Dealer to deliver the white-glove, concierge service our Advisors deserve. SalesPage allows our team to track responsiveness, cut down on repeat calls, measure first-call resolution, and ensure that every service request is handled by the right associate.”
Michael Hamm
Vice President, Partner Support & Technology Consulting
SalesPage Broker/Dealer
SalesPage Technologies presents the first comprehensive system designed to support your Advisor Relationship Management (ARM) strategy. Advisor Relationship Management is a business strategy which recognizes that the success of your business is directly related to the strength of your relationships with advisors. To recruit and retain the top advisors, a broker-dealer must continuously focus on how to best support those advisors, enabling them to concentrate on the success of their practice.
By adopting the right Advisor Relationship Management system, broker-dealers not only improve their relationships with advisors, but also gain the knowledge and data required to understand how to improve operations and drive down costs. Whether you are interested in enhancing your recruiting efforts, improving the efficiency of your acceptance and transition processes, or upgrading your advisor service and support, SalesPage Broker/Dealer can help.
Products
Broker/Dealer: Relationship Management
