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May 09, 2008

Sage Software Intros ACT! for Financial Professionals 10.0



By Susan J. Campbell
TMCnet Contributing Editor


ACT! by Sage for Financial Professionals 10.0 has been officially announced by Sage Software (News - Alert). This comprehensive contact and compliance management solution is designed to provide financial advisors, brokerage firms and financial services teams with centralized and secure data management, sales productivity features and compliance reporting capabilities.
 
This new version includes insurance and annuity information tabs for expanding client profiles, a dashboard or accessing schedule and activity data in a single view, and support for Microsoft (News - Alert) Windows Vista and Office 2007.
 
"Financial advisors succeed by developing personal relationships with their clients and creating a positive experience for each," said David van Toor, senior vice president and general manager for Sage CRM Solutions North America, in a Friday statement.
 
"ACT! for Financial Professionals helps users capture unique details about their clients so they can nurture these relationships, spend time selling only the most appropriate products and services, and help improve their clients' financial standing as well as their own."

The new ACT! for Financial Professionals 10.0 offers all the features of ACT! by Sage 2008. Users have the ability to organize client data with information tabs for investment profile, accounts, family members, college, retirement and estate planning, and insurance and annuity products. The solution also offers the ability to customize tabs, field, templates and reports to support business and compliance tracking requirements. 

The latest solution from Sage also provides additional integrated capabilities that help financial advisors to keep their client data updated and immediately accessible. Such features include missing info reminders, important note fields, multiple address management, dynamic field labels, age calculation fields, features for managing relationships between contacts, and a contact event recording feature.

Sage offers two product editions, the ACT! for Financial Professionals that is ideal for individuals or up to ten networked users; and ACT! by Sage Premium for Financial Professionals, designed for larger workgroups and includes advanced security features, automotive database synchronization and backup, and centralized administration.

Each addition provides users with the ability to synchronize contact, calendar and to-do information with their Palm OS or Pocket PC devices. Both also offer support for Microsoft Windows Vista and Office 2007.
 
The increased competition in multiple industries has made the focus on customer service and customer relationships even more important. In the financial services industry especially, relationships can make or break a deal. To ensure that these relationships are built, professionals must be provided the tools to capture and track customer information.
Sage is providing solution designed specifically for that purpose. By responding to this immediate need in the industry, Sage will help to drive demand and adoption of its solutions.
 
Susan J. Campbell is a contributing editor for TMC (News - Alert) and has also written for Market Drive News. To see more of her articles, please visit Susan J. Campbell’s columnist page.
 
Don’t forget to check out TMCnet’s White Paper Library, which provides a selection of in-depth information on relevant topics affecting the IP Communications industry. The library offers white papers, case studies and other documents which are free to registered users. Today’s featured white paper is, Best Practices in Agent Retention brought to you by Enkata.
 
 

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