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Client Success Stories
 

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Brett Wackenhut
Financial Advisor  |  Fusion Financial Management

"No other CRM system can even compare to SmartOffice.
 Built specifically for advisors, it’s the best CRM system
 I’ve seen."

 
Challenges
 
  • Build a systematized, repeatable program for marketing outreach
  • Effectively manage every aspect of the business with no support staff
  • Decrease the time needed to cross-sell to existing clients
  • Simplify the compliance review process
Solutions
 
  • SmartOffice Premier Edition (running
    on Windows® Vista)
  • Integration with Microsoft® Outlook
  • Ebix CRM online training library and FastClasses
  • SmartPDA for data access from a Blackberry
  • SmartMobile for offline access to client data
 
 

Results

  • Use mass correspondence to reach out to hundreds of prospects in minutes
  • Streamlined business processes and automated workflows
  • Strengthened client relationships with constant outreach and communication
  • Can quickly and easily provide detailed client records for compliance
 
Brett Wackenhut, is an independent advisor based in Edmonton, Alberta, Canada. A member of Fusion Financial Management and a representative of Manulife Canada, he offers full rounded advisory services, including investments, life insurance, and group benefits products. Brett has been using SmartOffice since early 2009.
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