Consolidate Client Information for Effective&

Rex

Designed specifically for financial services professionals, ACT! for Financial Professionals is a comprehensive contact and compliance management solution that equips you and your team with the tools you need to enhance client retention and growth. ACT! for Financial Professionals
enables you to organize prospect and client data and associated financial information, maintain frequent and relevant communication with prospects and clients, and stay on top of activities to keep pace with your demanding schedule. With ACT! for Financial Professionals, you’ll benefit from increased productivity so you’ll have more time to focus on what’s most important– acceleration of prospect closings and up-sell to existing clients. In addition, you can track client communications and activity as required by regulatory agencies.