SmartOffice New Products Overview. SmartOffice Product Managers. Agenda. Base and Framework Agency Management SmartCommissions SmartWholesaler SmartLeads SmartRecruiting SmartInvestments Integrations Outlook and Notes Integration. Base System and Framework.
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Julie Hanson and Alena Tenreiro
Kandace Hager and John Pattison
Sales Manager users
Bank Sales Executive users
Branch Manager users
Lead Distribution System
AdvisorCurrently in Production
Recruitment Tracking Module
Industry-wide crisis. 75% of advisors leave within three years.
$30,000 to recruit, hire, and train a candidate.
Visibility and Best Practices
They don’t work if you don’t use them.
What we can provide:Challenges and Solutions
Recruiting Process: Step 1
Provides: Process Definition
Best Practices Workflow
Dynamic Reports / Excel
Investment Tracking Module
DST FanMail, Pershing, NFS, PFPC
Export multiple accounts & positions for multiple contacts and households
Variable Products from Policy are included in calculations
How much is out of balance in Dollar Amount
Merger/Acquisitions, Stock Splits, Spin-offs
Reports – PDF Reports, Performance ReportsWhat’s New and Exciting?