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"My clients – primarily professional athletes – demand personalized service. With SmartOffice, I can deliver top quality service and manage the diversity of products required to meet my clients’ constantly changing needs."

Scott D. Bye | Owner & Financial Consultant
SDB Sports Management

Challenges

  • Manage a large number of products to serve a small, highly affluent client base
  • Deliver personalized, high-touch service to clients who change employment contracts and relocate frequently
  • Support clients with unusually high rates of life changes requiring frequent and significant planning adjustments
  • Access client data and associated documents from anywhere
  • Collaborate effectively with an assistant when on the road

Solutions

  • SmartInvestments
  • SmartPolicies
  • SmartLink for Laser App
  • SmartPDA for data access from a Blackberry
  • Ebix CRM online training library and FastClasses

Results

  • Easily provide a snapshot view of each client’s financial picture, regardless of the complexity of their portfolio
  • Offer a unique level of personalized service using timely outreach
  • Integration with Laser App ensures ability to manage frequent application submissions using the most current forms
  • Greater efficiency while on the road with the ability to access all documents and client data
  • Using a web-based solution makes it possible to work remotely 99% of the time and service clients well regardless of their physical locale

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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