“With our expanding sales teams, remote access to internal systems is a priority. SalesPage was simply the best choice given that we wanted a single solution for multiple distribution groups. They demonstrated extensive knowledge of the industry and provided us with a rapid implementation timeframe, enabling us to align what have traditionally been independent business units.”
Thomas O'Donnell
Vice President
Sales Administration
SalesPage Financial
SalesPage Financial contains exactly the tools you've been looking for. Build bonds, maintain contacts, focus on customer needs and establish customer loyalty; manage your relationships in an extraordinary way, to help close sales and increase profits.
Improve your ROI by giving your sales and marketing professionals the best tool on the market, regardless of your line of business:
Wholesale Distribution
SalesPage Financial is a perfect fit for firms or divisions which distribute products through third-party and independent advisors. Use SalesPage Financial to actively manage the complex relationships between Firms, Offices and Representatives. SalesPage Financial for Wholesale Distribution enables you to:
- Identify opportunities to communicate with your clients.
- Address clients effectively by having detailed information at your fingertips.
- Access aggregated sales, activity and compliance-related data.
- Integrate data from any transfer agency and record-keeping systems.
- Provide information and functionality tailored for specific workgroups.
- Understand where production is coming from.
- Target promising segments; turn client data into profitable campaigns.
- Focus resources to drive new production and stem outflows.
- Reach current clients and attract new, valuable prospects.
- Analyze data using OLAP tools and geographical analytics.
- Generate useful and comprehensive reports.
Retail Distribution
Retail distribution teams use SalesPage Financial to create rewarding relationships with shareholders and prospects. SalesPage Financial for Retail Distribution will help you:
- Manage relationships between Households, Shareholders and Accounts.
- Track client investment needs, interests and prior investments.
- Assign service requests to appropriate individuals or workgroups.
- Summarize sales, activity, and compliance-related data.
- Pursue new prospects while actively growing the existing book of business.
- Automate workflows, triggering back-office processes and responses.
- Analyze data using reports, OLAP tools and geographical analytics.
Institutional Sales
Institutional sales teams use SalesPage Financial to track intricate relationships with businesses and individuals. SalesPage Financial for Institutional Sales lets you:
- Link sales and activity-related data between all involved parties.
- Respond automatically to information requests.
- Generate consistent, high-quality proposals.
- Monitor the details and progress of each new business opportunity.
- Establish campaigns with clear targets and execution guidelines.
- React quickly to changes in customer behavior.
- Leverage extensive reporting and analytic capabilities.
Insurance Sales
Insurance sales groups use SalesPage Financial to consolidate all business development activity involving fixed/variable annuities and general insurance products. SalesPage Financial for Insurance Sales gives you the ability to:
- Support multiple distribution models.
- Manage complex territory assignments and divisions.
- Deliver information and functionality tailored for specific workgroups.
- Drive consistent, predictable growth by enabling seamless communication.
- Ensure access to crucial information, when and how users need it.
- Maximize campaign effectiveness by segmenting prospects and clients.
- Perform the full range of detailed reporting and analysis you need to stay on top.
Products
Financial: Relationship Management
