Advisor Services and Support
SalesPage Broker/Dealer empowers your service and support teams to provide consistent, proactive service and support to your advisors. With the capability to manage issues ranging from IT help desk and commission requests, to compliance audits, SalesPage Broker/Dealer provides a comprehensive solution to address all of your advisor service and support needs.
Manage Advisor Issues
SalesPage Broker/Dealer provides comprehensive issue management for all advisor service and support requests. Apply best practices for tracking, managing, and resolving each advisor issue or request. Issues are automatically associated with the advisor’s profile, and service levels can be customized by individual advisor. Reporting tools allow support supervisors to manage the volume and progress of support request by team member, advisor, type of issue and more.
Enable Advisor Self-Service
As a web-based solution, SalesPage CRM provides the ideal platform for providing targeted functionality to the advisor. Allow advisors to log issues and service requests, change addresses, and view commissions, simply by exposing a secure and structured view of SalesPage Broker/Dealer directly to the advisor via the Internet.
Manage Your Knowledge Base
Organize and manage access to technical support, advisor service, or recruiting process information and documentation. Folders and security settings allow you to segregate and control access to the information used by recruiters, support team members or other groups. Some or all of the knowledge base can also be exposed to advisors, enabling self-service and troubleshooting.
Execute Surveys
Execute advisor surveys via telephone, face-to-face interaction or online, to capture advisor feedback on any topic of interest, such as satisfaction with resolution of recent issues or recent conferences. Captured responses are immediately available for reporting and analysis, facilitating adjustment of service and support policies and procedures.
Broker/Dealer: Recruiting Management
Broker/Dealer: Reporting and Analytics
