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ActiFi

ActiFi™ is a software and solutions company that creates scalable business execution programs for the financial services industry. ActiFi’s proprietary solutions and technology, combined with extensive industry experience, help advisory firms prioritize and translate high level business objectives and goals into executable plans and processes. Through a comprehensive program of Assessment, Envisioning, Planning, Executing, and Monitoring, ActiFi helps translate ideas into reality, enabling financial advisors and institutions to provide world-class, integrated advice to clients more effectively and profitably.

Website

https://www.actifi.com/

Contacts

info@actifi.com

https://www.linkedin.com/company/actifi/

https://twitter.com/ActiFi

ActiFi

Advisor Growth:

  • Client Loyalty
  •  Sales Pipeline Management
  • Prospect Conversion Process
  • Wallet Share
  • Introducing and Driving Success with Advice

Advisor Effectiveness:

  • Business Planning and Tracking
  • Technology Usage (Financial Planning and CRM)
  • Process Capabilities
  • Change Management

Client Service:

  • Client On-boarding Processes
  • Service Request Processes
  • Client Segmentation and Service Models

Advisor Coaching & Leadership:

  • Advisor Retention
  • Coaching Programs
  • Branch Manager Development Programs
  • Relationship Management and Business Partner Programs

Strategic Success:

  • Advisor Workstation Strategy
  • Change Management
  • CRM Adoption
  • Business Assessments

Smaller Firms & Individual Advisors:

  • Client Engagement Program
  • Monthly Coaching
  • ActiFi Webinars
ActiFi

Companies that integrate with ActiFi

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

SmartOffice Ebix
SmartOffice | Ebix
SmartOffice is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps increase sales revenue.
#CRM

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ActiFi

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