ACT! for Financial Professionals
Designed specifically for financial services professionals, ACT! for Financial Professionals delivers comprehensive contact and compliance management solutions that equip you and/or your team with the tools you need to enhance client retention and growth while helping you maintain corporate compliance and tracking standards.
Power to Deliver Quality Service
Excellence in customer management takes more than good intentions. You need effective tools to make the high value work easy. ACT! is the industry leader for good reason.
- Capture, centralize, and secure business-critical data.
- Stay in touch with your clients, wherever you are.
- Stay on top of your schedule and tasks for razor-sharp focus.
- Stay focused on clients with built-in processes.
- Improve business predictability with reporting tools.
- Find the right information fast for better service.
- Encourage client trust using quality marketing.
- Speed time to productivity with additional resources.
Should you be considering ACT! Premium for Financial Professionals?
ACT! for Financial Professionals is ideal for individual financial advisors, small teams of up to 10 networked users1 , or large workforces that don’t require data sharing. ACT! Premium for Financial Professionals meets the needs of larger workgroups and teams of financial advisors. In addition, it offers functionality such as centralized administration, advanced security features at the user and contact level, and automatic database synchronization, backup, and maintenance which facilitates administration and support for corporate administrators or IT.
Contact Us for a free trial of ACT! for Financial Professionals.
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