Most financial professionals rely on themselves to stay organized, responsive, and client-focused—especially for sole proprietors who wear every hat in their business. Act! Advantage is a robust CRM and marketing automation platform that offers a suite of features designed to enhance client engagement, automate repetitive tasks, and free their time to grow their business.
Here’s how the Advantage helps financial advisors thrive as independent professionals.
1. CRM designed for Managing Customers & Transactions
Act! Advantage is a robust CRM that provides custom tables specifically designed for recording policy details within the software. Act! Advantage allows users to:
- Manage Contact details, communication History, Notes & Documents
- Track policy & investment details, statuses, renewal dates, and referral sources. View all details by contact or by your whole book of business
- Automate renewal notices based on renewal dates
- Customize fields and workflows without needing a developer
Financial Advisors can quickly access a complete view of each client, enabling more personalized service and better accountability for KYC audits. Having transactional data stored in custom tables eliminates the need to juggle spreadsheets or multiple systems.
2. Web Forms and Online Portals for a Modern Client Experience
With online web forms that are integrated with Act!, financial advisors can publish forms on their website to harvest new leads and customer inquiries, which are automatically added to their database, and follow-ups are scheduled. They can have dedicated forms for investments, policies, mortgages, etc., and have their prospect status flagged accordingly as they're added to the database.
The Online Customer Portal further enhances the client experience by allowing borrowers to access documents, policy details, and communicate securely—all in one place. This builds trust and reduces administrative overhead, while separating you from your competition.
3. Advanced eMarketing and Drip Campaigns
Marketing is often a challenge for sole proprietors, especially for keeping up with regularly scheduled publications like newsletters that are needed to stay top-of-mind with their audience. Act! Advantage simplifies this with:
- Manage leads efficiently with automated welcome emails and nurturing campaigns.
- Easy e-marketing tools to send out newsletters, policy alerts, and personalized campaigns.
- Online surveys to gather feedback from customers and improve services
- Email list verification service to maximize the return on your campaigns, and reduce the risk to your sender reputation
These tools help financial professionals maintain consistent communication with prospects and clients without spending hours crafting individual messages.
4. Appointment Scheduling and Calendar Integration
Time management is critical when you're running a one-person operation. Act! Advantage offers:
- Online appointment scheduling with customizable work hours, blacklist dates, and other options.
- Integration with Microsoft Outlook and Google Calendar.
- Automated reminders to reduce no-shows
This ensures brokers can focus on high-value activities while minimizing scheduling conflicts.
5. Mobile Access and Cloud Flexibility
Whether in the office or on the go, Act! Advantage provides:
- You can access the mobile app to manage contacts and tasks from any location.
- Cloud and desktop options, giving brokers the flexibility to choose the setup that fits their workflow
This mobility is especially valuable for brokers who meet clients off-site or work remotely.
6. Host webinars to generate leads and educate customers
The investment and insurance world is a complicated one with different options, rules, guidelines, and requirements. An experienced financial advisor understands the value in being a knowledge broker with their customers, and hosting regular webinars is a great way to educate existing customers and generate new leads:
- Use the events feature to publish a sign-up page, distribute join links, send invites, and send event reminders & follow-ups to maximize attendance.
- Save a lot of money every month by using a meeting service with Events to avoid paying for costly webinar services. And unlike expensive webinar services, Events integrates seamlessly with Act!, and with other features like online appointment scheduling.
Whether for customer education or lead generation, online webinars are a time-tested way to stay top-of-mind with your customers.
7. Affordable and Scalable for Growing Businesses
Starting at just $30 monthly per user, Act! Advantage offers a cost-effective solution for sole proprietors. As the business grows, additional users and features can be added easily, making it a scalable investment
Final Thoughts
For financial professionals operating solo, Act! Advantage is more than just a CRM—it's a business partner. By automating routine tasks, enhancing client communication, and providing powerful tools for growth, it allows them to focus on what they do best: helping clients protect what's most important to them.
If you'd like to learn more, visit www.gettheadvantage.net, or test drive the Advantage for two weeks at www.tryact.net and see how it can transform your day-to-day operations.
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