UPCOMING EVENT:
SalesPage will be exhibiting at the NAIBD Spring Symposium, April 7-8, 2010.
To learn more about this event, click here.
“Cambridge is committed to maintaining its industry distinction as a service leader, and we believe SalesPage will provide the tools we need to deliver the service our Advisors deserve—especially for our new Partner Support Center.”
Marcia Martin
Senior Vice President, Operations & Partner Support
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.
Broker/Dealer: Relationship Management
