SmartOffice
for Advisors & Agents

Client Success Stories

A History of Smartoffice Serving
the Wealth Management Industry
Harriet Hall
Mammini Company

"SmartOffice makes it possible for me to deliver full-time results on a part-time schedule."

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Client Success Stories
Challenges
  • Coordinate activities among producers and staff, all of whom are often out of the office
  • Consolidate all activities and tasks from various diverse locations into a single system
  • Develop a more streamlined, effective process for client communication
  • Find a more effective way to turn basic client data into meaningful and actionable information
  • Automate the process of client segmentation and evaluation to drive better service
  • Ability to address immediate action items without neglecting daily tasks
  • Ensure that shared tasks are not duplicated — or left to fall through the cracks
  • Ensure business continuity in case of fire or other disaster by eliminating risk of data loss
Results
  • The Ebix team made the conversion process from ACT ! to SmartOffice less difficult than anticipated
  • Able to mine and leverage all layers client data to create valuable, actionable tasks
  • Staff is able to proactively plan action items using the user configured SmartOffice Home Page
  • Recently completed client segmentation exercise enables more effective reporting and targeted marketing
  • Save significant time by streamlining basic tasks such as generating newsletters, mailings/labels, email blasts, and individual client communication
  • Improved service by putting information at everyone’s fingertips, particularly to 401K clients with whom they have infrequent communication
  • Working toward fully leveraging SmartLink for Albridge to deliver immediate advice using one-touch access to the client’s complete investment profile
  • Activity management tools make it possible to stay focused on the big picture even when interrupted with urgent tasks
  • Transition to a web-based system ensures disaster recovery by fully protecting valuable data
  • One-on-one training created a learning environment for the staff to identify how to increase the business efficiency by using SmartOffice

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