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Read more about the article Act! Channel Partner Spotlight – AspenTech CRM

Act! Channel Partner Spotlight – AspenTech CRM

  • Post category:Small Business Success

AspenTech CRM, founded by Greg Knapp in 1994 and now led by his son, Marshall Knapp, has been an Act! Certified Partner since 1994 and was recently awarded the Act!…

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Read more about the article Your Perilous Book-of-Business

Your Perilous Book-of-Business

  • Post category:Small Business Success

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. …

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Read more about the article Act! Channel Partner Spotlight – Act Today

Act! Channel Partner Spotlight – Act Today

  • Post category:Small Business Success

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…

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Read more about the article Do independent financial advisors really need CRM?

Do independent financial advisors really need CRM?

  • Post category:Small Business Success

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…

Continue ReadingDo independent financial advisors really need CRM?
Read more about the article Act! Channel Partner Spotlight – Action Platinum Solutions

Act! Channel Partner Spotlight – Action Platinum Solutions

  • Post category:Small Business Success

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…

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Read more about the article Top 5 Reasons to Move to Act! in the Cloud

Top 5 Reasons to Move to Act! in the Cloud

  • Post category:Small Business Success

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…

Continue ReadingTop 5 Reasons to Move to Act! in the Cloud
Read more about the article The benefits of CRM & your LOS ‘talking’ to each other

The benefits of CRM & your LOS ‘talking’ to each other

  • Post category:Small Business Success

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…

Continue ReadingThe benefits of CRM & your LOS ‘talking’ to each other
Read more about the article Real Estate CRM: A Complete Guide

Real Estate CRM: A Complete Guide

  • Post category:CRM Best Practice/Small Business Success

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.…

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Read more about the article Delight your clients with security and simplicity

Delight your clients with security and simplicity

  • Post category:Small Business Success

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…

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Read more about the article Act! reports & analytics for financial advisors & RIAs

Act! reports & analytics for financial advisors & RIAs

  • Post category:Small Business Success

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…

Continue ReadingAct! reports & analytics for financial advisors & RIAs
Read more about the article Client Communication: The Key to Profitable Real Estate Marketing

Client Communication: The Key to Profitable Real Estate Marketing

  • Post category:Small Business Success

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.…

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Read more about the article How to boost insurance sales with marketing automation

How to boost insurance sales with marketing automation

  • Post category:Small Business Success

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…

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Read more about the article How CRM gives insurance professionals a competitive advantage

How CRM gives insurance professionals a competitive advantage

  • Post category:Small Business Success

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…

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Read more about the article Act! Channel Partner Spotlight – Softech Solutions

Act! Channel Partner Spotlight – Softech Solutions

  • Post category:Small Business Success

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…

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Read more about the article Act! Channel Partner Spotlight – Training Solutions

Act! Channel Partner Spotlight – Training Solutions

  • Post category:Small Business Success

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…

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