Webinars With Industry Experts

A Roundup Of Leading Advisor CRM Systems

Using the right CRM the right way can make a huge difference in your firm.

In this session, technology and operations consultants Blane Warrene and Neal Quon will show you the leading CRM systems and help you compare them.

You'll learn about:

  • Ebix SmartOffice
  • Junxure
  • Redtail Technologies
  • Salesforce
  • Key features to look for
  • Web-based or locally-hosted solutions
  • Startup costs, training, and ongoing license fees
  • An online tool to compare and contrast features

Warrene has 18 years of experience in broker/dealer and RIA technology and operations, focusing on investment and insurance systems integration, broker/dealer operations management, process design and implementation, and strategic planning.

Quon has more than 10 years experience as a financial advisor and a technology professional. His background includes managing his practice and serving in practice management and consulting roles with some of the top independent broker dealers in the United States. He has also worked with premier industry vendors including Albridge (a part of PNC Bank) and Cash Edge.

 

 

     

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
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Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

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