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Brett
Wackenhut
Financial
Advisor | Fusion Financial
Management
"No other CRM system can even compare to
SmartOffice.
Built specifically for advisors,
it’s the best CRM system
I’ve seen."
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Challenges
- Build a
systematized, repeatable program for
marketing outreach
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Effectively manage every aspect of
the business with no support staff
- Decrease
the time needed to cross-sell to
existing clients
- Simplify
the compliance review process
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Solutions
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SmartOffice Premier Edition (running
on Windows®
Vista)
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Integration with Microsoft®
Outlook
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Ebix CRM online training library and FastClasses
- SmartPDA
for data access from a Blackberry
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SmartMobile for offline access to
client data
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Results
- Use mass correspondence to
reach out to hundreds of prospects in minutes
- Streamlined business
processes and automated workflows
- Strengthened client
relationships with constant outreach and
communication
- Can quickly and easily
provide detailed client records for compliance
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Brett Wackenhut, is an independent
advisor based in Edmonton, Alberta, Canada. A member of
Fusion Financial Management and a representative of
Manulife Canada, he offers full rounded advisory
services, including investments, life insurance, and
group benefits products. Brett has been using
SmartOffice since early 2009. |
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