After three months of through investigations into our hosting processes, policies, and facilities, Scotiabank has finally certified us as an approved hosting vendor for their Financial Advisors. This is especially important to HollisWealth Independent Advisers who were told to host their CRM data by October 31st by Scotiabank as part of their overall improvement in customer data security.
Needless to say we’ve been fielding a lot of calls from HollisWealth advisors since last week looking for information on our hosting program, as well as onboarding details. If you’re one of these people, or an adviser from another Canadian firm, rest easy. In almost all cases your data will migrate easily to the cloud, and the ACT Cloud platform will provide you more flexibility than ever before.
The ACT Premium Cloud offering includes the following benefits:
- Act! Premium available on Windows®, Web & Mobile with secure Canadian based Hosting
- Act! Emarketing (email up to 500 contacts at no additional cost)
- Expert technical support from Swiftpage
- Video training (up to five hours)
- Automatic product & feature updates