Ebix CRM - Client Success

Home
Products & Solutions
Client Success
Partners
Company
Training & Support
SmartOffice Sign In

Advanced Trustee Strategists

"SmartOffice has been a great tool for helping us
monitor every prospect that comes out of our seminars."

Sandeep Varma | Owner
Named one of 2007’s "Top 100 Independent Financial Advisors in America"
by Registered Rep magazine

Challenges

Gain visibility into activities and action items
for 15-person staff
Windows-based solution
Closely track seminar-generated prospects
Generate mass email invitations for seminars
Build client confidence

Solutions

SmartOffice Premier Edition
SmartOpportunities to drive follow through on sales
SmartInvestments and SmartPolicies
SmartEvents to support extensive event management
DataXchange Online to streamline carrier communications
SmartLink for LPL (Linsco/Private Ledger)
Integration with Laser App for form filling

Results

Instant access to client history
Greater visibility and coordination across 15-person
team of personnel
Fast and easy mass mailing of seminar invitations
Better tracking of seminar-generated opportunities so nothing falls through the cracks
Improved client relationships by omitting ‘selective hearing and understanding’—particularly during a downturn
Streamlined communication with broker-dealer (Linsco/Private Ledger)

Advanced Trustee Strategists is dedicated to helping people to learn about and implement advanced strategies to most effectively manage and pass on their wealth. The firm is committed to education and offers a wide range of seminars, workshops, and presentations, including the signature workshop "The Seven Biggest Mistakes Trustees Often Make." Sandeep and his 15-person staff have been using SmartOffice since 2007. For more information, visit www.atsfinancial.com.