What is Financial Profiler?
Designed by Investment Advisors, Practice Management Consultants, & Mutual Fund Dealer Companies, Financial Profiler® is a data repository for your Business Practice. It tracks and reports all key client data and is the starting point for your "Client Relationship & Practice Management" requirements.
Combining practice management principles with contact management, Financial Profiler®
- Consolidates reporting & information management
- Automates a number of client communication tasks
- Is highly customizable & flexible in how you use it
- Integrates information from external sources
Why do I need Financial Profiler®?
"Two-thirds of customers leave a vendor because of inadequate care" - Yankee Group
"If a company can decrease customer defection by only 5% it can double its profits." - Harvard Business Review
Simply put, you need Financial Profiler® to serve your clients better, decrease defection & increase profitability.. Do more with less!
What are the key features?
- 10 Custom views
- 200 custom fields
- 30 custom filters
- 35 Automated processes
- Simple to Implement, Learn & Use
- Additional customization available
- Optional add-ons (e-faxing, telephony, web interface, eLeads)
Ask us how Financial Profiler® can improve your Client/Practice Management...