Act! Partners With Performance Insights to Deliver Enhanced Client Management Solutions to Financial Service Professionals

Act!, a leading customer relationship management (CRM) and marketing automation solution for small businesses, today announced the availability of Act! Solutions for Financial Services in partnership with Performance Insights – a sales performance consultancy for the banking industry. Act! will now offer industry-specific analytics and automated document collection to optimize sales operations for small RIAs, financial advisors, community bankers, mortgage lenders and insurance agents.

The two solutions, Reporting-as-a-Service (RaaS) and Document Collection, provide small financial services businesses with improved customer experience, greater efficiency and detailed visibility across their pipeline. The Reporting module allows users to specify parameters for data aggregation and customize filtered views of the book-of-business. Drilling into select metrics with analytics dashboards and reports, this robust RaaS provides unprecedented insight into financial customer relationships and firm performance.

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“Financial services businesses thrive off their customers’ wellbeing. In fact, a Forrester study found that 77% of customers surveyed were willing to stay longer with a financial institute if they felt valued, and 89% would advocate for that company if they felt respected”

The Document Collection module enables financial services professionals to collect, secure and manage all client-related documentation. It accelerates contract executions with e-signatures and optimizes form processing with automated client reminders and flexible branded templates. The solution leverages bank-grade security, with encrypted client data, audit trails and roles-based access.

“Simply digitizing a book-of-business isn’t enough anymore – financial services businesses are expected to deliver a deeper level of personalization and understanding to their customers than ever before,” said Ron Buck, President of Performance Insights. “Partnering with Act! to bring our all-in-one customer intelligence solution to their thousands of CRM users who are financial services professionals makes great sense.”

“Financial services businesses thrive off their customers’ wellbeing. In fact, a Forrester study found that 77% of customers surveyed were willing to stay longer with a financial institute if they felt valued, and 89% would advocate for that company if they felt respected,” said Steve Oriola, CEO of Act!. “We strive to bring our financial services CRM customers more ways to meaningfully engage clients and leverage those relationships to grow firm performance. Performance Insights delivers on that vision.”

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