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Foord, Van
Bruggen, Ebersole & Pajak
"The
organizational capabilities of SmartOffice are
phenomenal…you’ll impress the heck out of
people
by doing what you say when you say—every
time."
Chuck Ebersole CFP, ChFC, CLU
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32-year member MDRT
Co-founder and Partner
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Challenges
- Move from
a Windows-based solution to gain
anytime, anywhere access
- Track the
progress of every client as they
move through the sales process
- Provide
infallible tracking and protection
for client information
- Help
clients make the best decisions
using performance reports
Solutions
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SmartOffice Premier Edition
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SmartInvestments and SmartPolicies
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SmartOpportunities to drive client
activity management
- SmartPDA &
SmartMobile-Palm for handheld data
access
- SmartLink
integration with DST for performance
reporting
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Results
- Successfully transitioned
26 years of client records into a 12G SmartOffice
database
(largest single retail conversion in Ebix CRM’s
history)
- Provide timely performance
reports so clients can evaluate fund performance and
rates of return
- Predictably follow up on
every activity so nothing falls through the cracks
- Maintain comprehensive
online client records, including all client
documents
- Obtain rate of return for
any given fund in 60 seconds — with little or no
effort
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Foord, Van Bruggen, Ebersole and Pajak,
one of the top financial planning firms in Sacramento,
California, offers fee-based financial and estate
planning and investment management. Partner Chuck
Ebersole has been using Ebix CRM solutions for more than
20 years. He and his two assistants have been using
SmartOffice since 2006. For more information, visit
www.thewealthandbeyondprogram.com. |
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