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Client
Relations Management (CRM) |
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Organizing & Managing Your Business |
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Client relations managers or
CRMs
have become increasingly popular and now
represent an integral aspect in technology
arsenal of most independent representatives.
Building on the concept of complete
customization, NWT offers our representatives the
choice of selecting from a wide variety of
today's most popular web-based and desktop
client management solutions, including
Redtail,
ACT,
and
Advisors Assistant! |
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Featured Client
Relations Management Systems |
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Redtail Technology |
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Redtail
Technology delivers web-based Client Relationship
Management (CRM) solutions for the Financial Advisor. This
is not your typical off-the-shelf CRM solution, rather one
designed from the ground up to meet the challenging needs
of financial advisors. Unlike traditional CRM solutions,
Redtail CRM , is easy to use, quick to deploy and
delivers a rapid return on investment.
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ACT! For Advisors V3.0 |
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Designed
specifically for financial services
professionals, ACT! + FAct for Financial
Professionals is a comprehensive contact and
compliance management solution that equips you
and your team with the tools you need to
enhance client retention and growth. ACT! +
FAct enables you to organize prospect/client
data and associated financial information,
maintain frequent and relevant interaction
with contacts, and stay on top of activities
to keep pace with your demanding schedule.
With ACT! + FAct you’ll benefit from increased
productivity so you’ll have time to focus on
what’s most important - acceleration of
prospect closings and up-sell to existing
clients.
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Advisors Assistant |
Advisors
Assistant is designed as a client management
system for the financial services industry.
The Advisors Assistant unique View Screens put
all of your client data at your fingertips and
make the program extremely easy to use.
Whether you're tracking client data,
insurance, or investments you can easily move
from screen to screen.
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www.climark.com/products/ |
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Allocation Master
by Frontier Analytics |
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Advisors Office
provides better access to information so
Advisors can gain deeper insight and take more
effective action. Large or small, whether your
business encompasses investments or retail,
medicine or the law, you want the ability to
run your office your way –
but without spending a lot of money to do it.
Advisors Office software allows you to take
your business to the next level. Now you have
more choices, more possibilities for the
future. |
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www.advisorsoffice.com/ |
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SmartOffice
by EZ Data Incorporated |
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SmartOffice®
combines relationship management, transaction
management, agency management, and the power
and flexibility of web-based, enterprise-class
CRM to deliver an integrated insurance
agency management system for your
financial services business. The result is
insurance technology that is tailored to
meet the needs of organizations large and
small. |
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www.ez-data.com/products/smart_office.shtml |
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GoldMine Business Contact Manager |
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Maximize your
time, relationships and opportunities with the
award-winning GoldMine product suite of
solutions. Out of the box, the GoldMine system
helps you increase productivity, streamline
sales and marketing automation, and win and
retain customers by giving you the information
you need to build relationships. Expand your
GoldMine capabilities with a full product
suite of modules that enhance communication
and keep your mobile employees connected. |
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www.frontrange.com |
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If you're ready to take the next step in your professional
life and transition over to a truly independent firm,
contact an NWT representative today at 1.877.644.1112 or
email us at
brokers@nwtfinancialgroup.com and a designated representative will
follow-up in a timely manner.
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More Information |
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NWT Financial at a glance |
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[PDF / 5 pages / 245 KB] |
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NWT Financial Technologies
NWT Financial Market Technologies