Business solutions finance professionals can rely on

Use Act!’s comprehensive toolset to create personal customer experiences

New tools and technology have allowed financial customers to access their assets and advisors through more channels than ever before. It’s critical that professionals meet the needs of these savvy consumers by unifying their data across all channels and touch points to deliver a more personal level of service. Act! provides a customer and contact management platform to organize and access the information you need most and drive business growth.

Contact & Activity Management

Store customer information, view a comprehensive history of each activity involving them, and group similar clients and prospects using advanced query tools so your team has a unified view of each customer. Over 60 customizable fields within Act! give you a completely personalized experience. You can also use Act! to manage individual and team calendars to keep everyone focused on each day’s top priorities.

Business Insights

Utilize over 40 pre-configured reports – or build your own custom reports – to quickly gather important business intelligence like email campaign effectiveness. Use these indicators to segment contacts into targeted groups and arm your team with the knowledge to make strategic adjustments based on actual performance.

“We use Act! for everything. Having client history and valuable information at your fingertips is great! Act! has made keeping track of customers much easier.”

Janet Shriver
Buelow Financial Group

Mobility

Stay connected to your business when you’re on the go and access key contact information, calendar details, and more from your iOS or Android™ device. Work online to update data in real time, or work offline in the field without losing productivity.

Automation & Integration

Work smarter and save time by automating follow-up activities based on dynamic criteria you define. Smart Task options handle everything from assigning leads to team members to sending email campaigns. And seamlessly connect to the tools you and your customers already rely on, like Office, Outlook®, and Dropbox, among others.