"I love the combination of SmartOffice,
Albridge,
and Laser App. Together they give me all the tools
I need to run my business."
Nancy S. High | Owner & Investment
Advisor Representative
NSH Retirement Strategies
Challenges
Convert
and leverage historical data from
purchased book of business
Windows-based solution
Effectively manage accounts from
multiple sources after switching
Broker Dealers
Self-sufficiently manage the entire
practice—with or without an
assistant
Fully leverage data using detailed
search tools
Segment A, B & C clients for
servicing and upselling
opportunities
Automate email and direct mail
outreach
Solutions
SmartOffice Premier Edition
SmartInvestments for investment
tracking
SmartPolicies for policy tracking
SmartLink for Albridge
SmartLink for Laser App
SmartPDA for mobile data access
Results
Streamline
and accelerate workflow using
SmartOffice integrations with
Albridge and
SmartLink for Laser App
Able to
segment clients and mine data to
define service needs and sales
opportunities
Manage
entire book of business with just 8
hours of help each week
Seamlessly
transitioned Broker Dealers while
temporarily disabled and working
from home
Able to
deliver consistent, real-time
communication to help clients
through a volatile market
Identified
at-risk clients during extreme
market fluctuations to protect
assets
NSH Retirement Strategies provides
personalized investment advice designed to help clients
reach their long-term financial goals. Nancy
transitioned from Microsoft Outlook to SmartOffice in
2005. NSH Retirement Strategies offers securities
through Securities America, Inc.
