Financial Institutions Overview

Are you a financial institution looking to provide value to your advisor clients? Do you have a practice management team, a relationship team, or a sales team in need of tools to help provide greater service to more clients? Are you looking to attract new advisors to your platform? Do you need new ways to generate more revenue and increase your profits? If you answered “yes” to any of these questions, then ActiFi has an Institutional Solution for you.

At ActiFi, we work with financial institutions that have advisor clients, and that wish to provide value to those clients by helping them build better businesses. Our solutions ultimately and directly increase an institution's revenue and profits. Using the experience we have gained working directly with advisors, we develop custom people, process, and technology solutions that institutions use to enhance their existing value proposition and relationship teams. Whether it's attracting new advisors to a platform or helping an existing client grow their practice, ActiFi has a solution that will help you provide more value to more of your clients.

ActiFi Financial Institution Solutions Include:

• Going Independent - Bringing a book of business onto your platform has immediate ROI. Leverage ActiFi's Going Independent Program and help advisor prospects make a smooth transition.

• Business Evaluator - A configurable online suite of tools that helps advisors make wise business decisions, on everything from starting a practice to deciding which software packages to purchase.

• Roadmap - a configurable online business planning/strategic planning program that enables superior practice management and coaching, with built-in task accountability and goal tracking.

• Know More! Client Relations Program - an integrated program of training and technology, completely customized, that heavily promotes a financial institution's brand while simultaneously helping advisors get the information they need to close more prospects and provide value to current clients.

• Market Your Financial Practice - an online strategic marketing tool that can be customized to include your best-practice marketing content and resources.

• Training Programs and Keynote Presentations - world-renowned training programs on everything from process implementation to leadership development to unique sales and marketing methods.

• SuccessPro - a workflow/process engine that works in conjunction with contact management systems that do not offer workflow capabilities. Institutions can license SuccessPro and offer it to their advisor clients.

• Advisor Solutions - have your team work directly with ActiFi's Advisor Solutions Group to help your clients build more effective and profitable businesses.

• Best Practice Research - purchase our best-in-class research to help you make better decisions and/or sponsor our Quarterly and Annual Reports and offer branded results to your advisor clients.