SmartOffice
for Advisors & Agents

Client Success Stories

A History of Smartoffice Serving
the Wealth Management Industry
Greg Patterson
Advisors Financial Group, Inc.

"SmartOffice helps me sleep better at night knowing that every piece of client history is at my fingertips."

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Client Success Stories
Challenges
  • Link each business partner (advisors, P&C agents, brokers) to the clients they’ve referred for joint work
  • Save time and resources by support existing processes using industry-specific tools
  • Effectively manage 500+ clients using a single, centralized repository for all records
  • Eliminate the manual processes required to manage documents in Microsoft® Outlook
  • Simplify compliance with complete, trackable communication records
  • Predictably and proactively reach out to clients and referring business partners
Results
  • 24/7 access to all client information in one location, including contact information, applications and e-documents, and communication history
  • Ability to link new policy and investment files directly to each client record
  • Can easily locate specific information without using a third-party search engine
  • Directly feed data from SmartOffice into Outlook for ease of use on Blackberry
  • View online FastClasses to continue to learn new ways to apply SmartOffice to the business

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