for Advisors & Agents

Client Success Stories

A History of Smartoffice Serving
the Wealth Management Industry
Alan Kaye
Alan Kaye Insurance Agency

"The ability to access all of our data and share it among ourselves using SmartOffice has been a godsend."

  • Consolidate client information from four separate systems into a single place
  • Use CRM capabilities to identify reasons for client contact
  • Bolster team communication and collaboration across multiple states
  • Gain extensive search capabilities to better utilize client data
  • Extract data from separate systems into Excel to view current pending cases
  • Information from disparate systems is now consolidated into a single database
  • Assurance that anyone on the staff—regardless of their physical location—can address client questions and issues on the spot
  • Increased search capabilities to identify clients who need attention or who are ripe for up-selling
  • Improved management of sales processes using a predictable activity workflow
  • Increased reporting capabilities by having data in one system and placing case management reports on the home page
  • Ability to create, send, and store all client communication in a single location

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