DIFFERENTIATING
YOUR OFFERING
In today‘s crowded
market, business leaders are constantly challenged
to produce more – and to do so with fewer
people, leaner budgets, and strained IT resources.
As a result, differentiating your offerings
is becoming more challenging in this crowded
landscape.
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A
Success Story
“Sponsor Advantage™
allows me the opportunity to roll-out
a CRM solution that touches all departments
within the organization in the shortest
time possible. The business users find
the system easy to use and management
needs are fulfilled by providing accurate
activity, sales and expense analysis for
each wholesaler, investor, marketing campaign,
register rep, regional planning office
and BD.
I
have had the opportunity to work with
Ascendix multiple times and with each
project achieving the business goals for
the firm.”
Gary Davi
Chief Information
Officer
Core
Realty Holdings, LLC
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FREE E-MAIL
MARKETING WEBINAR
Learn
more about e-mail marketing best practices through
this recorded webinar click
to download
FREE WHITEPAPER
Click here to
download a free White Paper - "Growing
BD, Rep & Investor Relationships with Nurture
Marketing " |
INTRODUCING
SPONSOR ADVANTAGE™
Sponsor Advantage™ for Capital
Markets
is a specialized turn-key CRM solution
designed for real estate investment
trusts (REITs), Reg D offerings, mutual
funds, and hedge funds in addition
to Insurance and investment sponsors
who specialize in distributing financial
products.
Track
complex relationships among
companies and contacts important to
your business: brokers, planners,
sponsors, home offices, branches and
more
View investment performance
at each branch or individual level
and roll-up summary level data to
home or parent offices
Track selling agreements,
investment guidelines and planner
certifications to help target
product messaging and to stay in compliance
Send personalized communications
to individual planners, brokers, vendors
and prospects, or groups of contacts
using customized HTML e-mail templates
or Microsoft Word letters
View full list of Sponsor Advantage™
Features
MORE
INFORMATION
For more information,
call Ascendix Technologies today
to learn how Sponsor Advantage can
allow you to stand out from the crowd!
Marissa
Hernandez
972.889.8090 x280
mhernandez@ascendix.com
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