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"When it comes to financial services CRM, Ebix (formerly E-Z Data) does it better than anyone else out there."

Hawley MacLean OCLTC, LUTCF | NASD Series 7 and Series 24 Certified
President and CEO | Investment Advisor Representative | Life Member MDRT
MML Investor Services, Inc.

Challenges

  • Move from Windows-based ‘Advisors Assistant’ to a web-based CRM
    Windows-based solution
  • Protect client information by eliminating need to back up data prospects
  • Build and maintain an easily accessible online client history
  • Improve collaboration among staff and with professional partners
  • Streamline scheduling with third-party provider

Solutions

  • SmartOffice Premier Edition
  • Integration with eMoney
  • Custom integration with VOIP phone system
  • SmartPDA for handheld data access

Results

  • Able to discuss portfolio details with any client at a moment’s notice
  • Track every incoming and outgoing call using VOI P (voice over IP) integration
  • Clients like the assurance of having information 100% backed up and encrypted
  • Record all client activity using Copytalk and third-party imaging system
  • Highly successful collaboration across the business
  • Easily track and report on status of joint projects with attorneys, CPAs, and other partners
  • Facilitate third-party appointment scheduling via online calendaring

MacLean Financial Group specializes in comprehensive financial planning. The fee-based firm serves business owners, small businesses and their employees, and high net worth individuals and their families, providing a customized partnership approach that emphasizes business succession and continuation plans, comprehensive executive benefit plans, and individual and group retirement and estate plans. Hawley and his eight-person staff switched to SmartOffice from ‘Advisors Assistant’ in 2007. For more information, visit www.macleanfinancialgroup.com .

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