UPCOMING EVENT:
We’re a proud sponsor of TechLeaders: The Broker/Dealer Technology Conference on March 19-21 in Dallas.
Learn more at www.TechLeadersConf.com.
Interested in a free pass to this event? Please e-mail Aric Faber.
“SalesPage CRM will allow our employees to gain a 360-degree view of our financial representative prospects and clients from one comprehensive solution. It will reduce workloads, allowing them to be more efficient and provide another level of service excellence to our representatives.”
Jerry Rydell
President and CEO
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
