Your Perilous Book-of-Business
Managing customer risks with Act! Premium Simply said, if you are a financial advisor, insurance agent, or providing other financial professional services, your book of business is always in peril. …
Act! Channel Partner Spotlight – Act Today
Time is a finite resource for businesses, and teams today can feel overwhelmed trying to balance everyday tasks with growing expectations and long-term business goals. Fortunately, the dedicated team at…
Do independent financial advisors really need CRM?
If you’re an independent financial advisor, you might wonder if you really need customer relationship management (CRM) software. No matter what size your business is, chances are you can benefit…
Act! Channel Partner Spotlight – Action Platinum Solutions
As businesses work to provide better and more personalized services for their customers, the need for digital solutions has become essential. However, introducing new software into business operations can be…
Top 5 Reasons to Move to Act! in the Cloud
Act! is a feature-rich, customizable solution that offers unparalleled flexibility to accommodate all the unique ways you do business. With Act! Premium Cloud, you always have instant online access to…
The benefits of CRM & your LOS ‘talking’ to each other
Integrating your loan origination software (LOS) and your CRM may be the most effective sales investment your bank can make. Need more time to sell? Forrester Research (along with other…
Real Estate CRM: A Complete Guide
A recent study estimates that 87% of home buyers use a real estate agent. At the same time, 94% of those buyers reported that they were satisfied with their experience.…
Delight your clients with security and simplicity
In a recent poll conducted by Moody’s Analytics, the question was asked, ‘What is your biggest challenge in initiating the loan process?’, to which 66% of bankers surveyed answered the manual collection…
Act! reports & analytics for financial advisors & RIAs
In 2021 financial advisors grew assets by 12% (7.5% was new clients and 4.5% was existing clients) but lost approximately 6% of assets in outflows (half from losing clients, half…
Client Communication: The Key to Profitable Real Estate Marketing
The world of real estate is arguably one of the most competitive industries. With such a high earning potential, it's no secret why this field is so competitive and cutthroat.…
How to boost insurance sales with marketing automation
As every insurance agency knows, gaining consumer trust is one of the biggest challenges in the insurance industry. In fact, one study found that only 20% of customers think that…
How CRM gives insurance professionals a competitive advantage
The insurance industry is fiercely competitive — but of course, as an insurance professional, you already know that. If you’re struggling to grow your business and capture more of the…
Act! Channel Partner Spotlight – Softech Solutions
Integrating new software solutions into your team's operations can be costly and time-consuming for any size business. The dedicated team at Softech Solutions alleviates these burdens by working with businesses…
Act! Channel Partner Spotlight – Training Solutions
No matter the size or scope of your business, having a helping hand to get new software up and running can make an onboarding process much easier. The dedicated professionals…
Act! Channel Partner Spotlight – Tech Commandos
As hybrid work becomes commonplace amid the pandemic, many small businesses still aren’t sure how to support remote work like their big business counterparts. Fortunately, Tech Commandos has been specializing…