Are you giving your members everything they want?

In today’s competitive market, one of the most effective ways to grow aggregate accounts and increase member loyalty is to add insurance and investment products to your offerings. But doing so adds a new complexity that many credit unions are not ready to tackle.

SmartOffice can help. Available in a cost-effective online version or networked across your organization, SmartOffice provides the financial services-specific platform to help your advisors track and manage client relationships, stay on top of investment and insurance activity, and ensure compliance. The solution also provides management visibility into each advisor’s activities to help track sales rates and successfully manage the program.

Make the most of this valuable revenue channel. Get SmartOffice today.

Download the Intermountain Financial Institutional Services Client Profile brochure.