Spend less time on processes. More time on clients.
SuccessPro™ Flow Module
It’s been said that 100 percent of return on investment is tied to people using processes. It isn’t just about creating objectives, but making sure everyone follows through. The SuccessPro™ Flow module is ActiFi’s suite of best-practice processes, supporting documents library, and process adoption programs that power advisor growth, effectiveness and efficiency.
Better processes. Big impact.
Process management lacks sizzle. But for organizations and advisors, its impact can be big. Our Flow module can help you achieve benefits such as:
- Efficient document retrieval anytime, anywhere
- Enhanced compliance and security
- More streamlined, efficient workflows
Benefits for your advisors, clients and business.
Flow Module creates efficiencies that allow advisors to spend more time with clients and prospects. That means better service and more satisfied clients who are more likely to provide referrals. It also provides a more positive staff experience, greater opportunities for career growth, and the ability to attract and retain advisors who are interested in the “next best way” to run their practices.
Flow Success Stories
More than 50,000 advisors are enjoying greater practice efficiency thanks to ActiFi-based processes. Embedded on platforms such as Salesforce, Redtail, Microsoft Dynamics and NexJ, the processes are driving performance results. Results like a 30% increase in the use of CRMs and asset management program features. And a 50-150% increase in client referrals as a result of twice as many client meetings. Said one respondent, “I have found this to be a great investment in the practice and see it paying dividends for years to come.”
Our process libraries help advisors transition from a sales orientation to a professional service model through the use of CRMs and workflows. The trend today is to automate processes within a CRM system. After collaborating with some of the industry’s most successful firms, we created a comprehensive library. One that transforms advisory practices into sustainable enterprises.
Benefits for advisors
• Access to best practices from leading advisory firms
• The ability to align processes and roles within a practice
• The ability to set expectations with prospects, clients, partners, vendors and custodians/broker dealers
Benefits for firms
• Access to versions for advisors, practice management and managers/coaches
• Easy modification to create advisor self-help tools
• A basis for technology implementation or optimization requirements
• Access to process and certification use cases
• A tool to define and align back office processes