| See
Sponsor Advantage™ in action!
Join Ascendix Technologies on our November 19th
Webinar
How Sponsors can
Leverage Sponsor Advantage™ CRM to Generate
More Revenue during a Slow Economy
During
this presentation learn how Sponsor
Advantage™, built on
Sage SalesLogix or Microsoft
Dynamics CRM can help your firm
better manage your Broker/Dealers, Branch Offices,
Register Reps, Sales, Investors, Closing Process
and Products more efficiently through sales,
marketing and service solutions specifically
built for Financial Services firms.

See
how our CRM solution can better
leverage your efforts in Sales,
Marketing, Servicing, Operations, and Reporting
- learn first hand how you can track your:
- Broker/Dealers
- Branch
Offices
- Reps
- Rep
Sales
|
- Branch
Sales
- Investors
- Literature
Requests
- Activities
|
A
modern CRM solution should bridge your islands
of data for
a true 360 degree view of everything that is
going on with your Broker/Dealers, Branch Offices,
Reps and Investors in one interface that will
allow your employees to be more efficient in
providing a superior level of service to your
customers and prospects. Let us show you how
your CRM solution can integrate with:
- Microsoft
Outlook, SharePoint and other Microsoft
Products
- Transfer
Agent Systems
- Mobility
Devices
|
- Closing
Process
- Mapping
Software
- Websites
- Document
Management Systems
|
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