"No other CRM system can even compare to SmartOffice. Built specifically for advisors, it’s the best CRM system I’ve seen."

Financial Advisor | Fusion Financial Management

Challenges

  • Build a systematized, repeatable program for marketing outreach
  • Effectively manage every aspect of the business with no support staff
  • Decrease the time needed to cross-sell to existing clients
  • Simplify the compliance review process

Solutions

  • SmartOffice Premier Edition (running
    on Windows® Vista)
  • Integration with Microsoft® Outlook
  • Ebix CRM online training library and FastClasses
  • SmartPDA for data access from a Blackberry
  • SmartMobile for offline access to client data

Results

  • Use mass correspondence to reach out to hundreds of prospects in minutes
  • Streamlined business processes and automated workflows
  • Strengthened client relationships with constant outreach and communication
  • Can quickly and easily provide detailed client records for compliance

Scott D. Bye, is an independent advisor based in Fargo, ND. His firm, SDB Sports Management, has served a client base comprised primarily of professional hockey players for the past 24 years. He offers a full range of advisory services, including both investment and life products. Scott converted to SmartOffice from E-Z Data’s Windows-based Client Data System in 2006.

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