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MacLean
Financial Group
"When it comes to financial services CRM,
Ebix (formerly E-Z Data)
does it better than anyone else out there."
Hawley MacLean OCLTC, LUTCF
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NASD Series 7 and Series 24 Certified
President and CEO |
Investment Advisor
Representative |
Life Member MDRT
MML Investor Services, Inc.
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Challenges
- Move from
Windows-based ‘Advisors Assistant’
to a web-based CRM
Windows-based solution
- Protect
client information by eliminating
need to back up data prospects
- Build and
maintain an easily accessible online
client history
- Improve
collaboration among staff and with
professional partners
- Streamline
scheduling with third-party provider
Solutions
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SmartOffice Premier Edition
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Integration with eMoney
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Custom integration with VOIP phone
system
- SmartPDA
for handheld data access
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Results
- Able to discuss portfolio
details with any client at a moment’s notice
- Track every incoming and
outgoing call using VOI P (voice over IP)
integration
- Clients like the assurance
of having information 100% backed up and encrypted
- Record all client activity
using Copytalk and third-party imaging system
- Highly successful
collaboration across the business
- Easily track and report on
status of joint projects with attorneys, CPAs, and
other partners
- Facilitate third-party
appointment scheduling via online calendaring
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MacLean Financial Group specializes in
comprehensive financial planning. The fee-based firm
serves business owners, small businesses and their
employees, and high net worth individuals and their
families, providing a customized partnership approach
that emphasizes business succession and continuation
plans, comprehensive executive benefit plans, and
individual and group retirement and estate plans. Hawley
and his eight-person staff switched to SmartOffice from
‘Advisors Assistant’ in 2007. For more information,
visit
www.macleanfinancialgroup.com. |
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