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ACT! by Sage -
2009 (11.0) |
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ACT! by Sage for Financial Professionals 10.0
With more than 2.7 million individual users and 41,000 corporate customers, ACT! continues to be the #1 contact and customer management solution across all market segments, with a particularly high adoption rate in Financial Services.
ACT! for Financial Professionals solutions were designed for professionals in the Financial Services market. These solutions enable the centralizing of important prospect, client, and associated financial information and sharing of information across teams. The organization benefits from more secure contact and financial data, defined tracking processes, and assistance with compliance reporting. With ACT! for Financial Professionals solutions, you not only improve access to critical contact information, but also provide increased protection for your organization with detailed records of all interactions.
Designed specifically for financial services professionals, ACT! for Financial Professionals delivers comprehensive contact and compliance management solutions that equip you and/or your team with the tools you need to enhance client retention and growth while helping you maintain corporate compliance and tracking standards.
Why Choose ACT! for Financial Professionals?
- Capture, centralize, and secure business-critical data.
- Stay in touch with your clients, wherever you are.
- Stay on top of your schedule and tasks for razor-sharp focus./li>
- Stay focused on clients with built-in processes.
- Improve business predictability with reporting tools.
- Find the right information fast for better service.
- Encourage client trust using quality marketing.
- Speed time to productivity with additional resources.
Should you be considering ACT! Premium for Financial Professionals?
In addition to ACT! by Sage for Financial Professionals (10.0), we offer ACT! by Sage Premium for Financial Professionals (10.0). ACT! for Financial Professionals is ideal for individual financial advisors, small teams of up to 10 networked users1 , or large disparate workforces that don’t require data sharing. ACT! Premium for Financial Professionals meets the needs of larger workgroups and teams of financial advisors2. In addition, it offers functionality such as centralized administration, advanced security features at the user and contact level, and automatic database synchronization, backup, and maintenance which facilitates administration and support for corporate administrators or IT.
1. You must purchase one license of ACT! per user.
2. Scalability will vary based on hardware and size and usage of your database. Published minimum system requirements found at: www.act.com/2008systreq are based on single user environments. You must purchase one license of ACT! per user.
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