Tools - ActiFi SuccessPro™
A systematized business is one that is more profitable and has a higher book value than most. It doesn't rely on an individual for success. Rather, it's a "way of doing things" that allows every task to be performed by anybody, the right way, every time. The first steps in creating a systematized business are understanding your practice, and mapping out your firm's workflow and processes. Once optimized, you can embed processes into a technology system, automating tasks, increasing efficiencies, and dramatically improving client service, quality, and consistency.
SuccessPro - Help Your Advisor Clients Build a Systematized (and more profitable) Business
SuccessPro™ is a process orchestration system to help advisors systematize their practice. It is offered only to financial institutions that wish to license the code and use it to build a customized SuccessPro offering for their advisory clients. The SuccessPro software code is completely configurable and extendable – it adapts as your client's firm grows. With SuccessPro, your advisor clients will be able to:
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Embed best practices into daily activities and tasks
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Customize workflow to how the firm conducts its business
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Systematize the client service model ensuring consistency
It's important to note that SuccessPro is NOT a CRM system. Rather, it complements existing CRM systems that do not offer workflow or task-management capabilities. For example, advisors who use Outlook or Excel could benefit from using SuccessPro.
Currently ActiFi only offers SuccessPro directly to advisory practices on a limited basis. SuccessPro is available to enterprises that want to licence the code and embed it directly into technology or other offerings.
Following are some of SuccessPro's features:
Tasks and Activities |
- Automates the firm’s service model
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- Embeds instructions and actions into tasks
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- Ensures that nothing falls through the cracks
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Meeting Management |
- Standardizes meeting expectations
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- Populates pre-set templates, such as agendas
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Client Management |
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- Provides 360 degree views of clients
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- Integrate with other systems
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Reporting Tools |
- Instant insight into activities, business drivers, clients, and marketing
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- Complete audit trail of client and firm-level activities
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- Task-level monitoring ensuring accountability
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- Configurable reports according to key performance metrics
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Administration Tools |
- Configure content quickly
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- Embed a standard process – let advisors “edit” to fit their practice
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- Configurable rules engine
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Enterprise Configuration |
- Full access to source code – Web-service enabled SuccessPro is ready to integrate with the technology systems you already offer
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- Creates differentiation by providing a valuable tool that helps advisors manage their practices more profitably and effectively
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- Easy to configure and transform all aspects of the application to meet the needs of the advisors you serve
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- Easy to incorporate your existing content and best practices – creates consistency and aids with compliance
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- Custom branding available – deepen your relationship with your advisory clients
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SuccessPro Task Automation - Click to Enlarge
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SuccessPro Client Management - Click to Enlarge |
SuccessPro Dashboard Reporting - Click to Enlarge |
SuccessPro Administrative Tools - Click to Enlarge |
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