TeCH.Sell Helps Financial Companies -Accomplish more

Coming very soon! The Financial Machine for GoldMine.

Tech.Sell has been working with several financial companies recently and producing some great results. In almost all cases these firms had used GoldMine or another CRM program for some time but had not gotten past the basics; e-mail, rolodex, calendar. Here are some examples of how we were able to help them increase productivity:

• In depth client information - Portfolio, trust, family info

• New prospect sales process and follow up system.

• ACATS Tracking –
  Where is the money? Tech.Sell has built a process and reporting to track this important part of new customer setup. Automated prompts and reminders can click in before it’s too late.

• E-mail Compliance –
  Find every email in the history tab of the client record for easier compliance

• Scan2 Gold or GoldVision -
  Document management is a huge issue. These GoldMine add-ons make it easy to turn any document, scanned or printed into a PDF attachment on the contacts record. GoldVision has advanced company wide document management capabilities for all users even those who do not use GoldMine.Simple Reports to do Really Important Things

• Clients in the pipeline

• Clients with birthdays in the upcoming month

• Clients or spouses turning 59 1/2, 65. 70 ½

• Neglected Clients

• Automated quarterly (or semi annual) portfolio review scheduling

• Clients with upcoming reviews

• One click client history report