Sean Tesoro, Salem Five Bank
Data sources like CRM are linked into presentations, creating a personalized client experience
Customized presentations and reviews are generated at the touch of a button, saving days of preparation.
All advisors have access to the same brand-approved collateral, ensuring an exceptional client experience.
Advisors can access any collateral through a tablet device.
Share videos and embed them within presentations to show clients your firm’s thought leadership.
The right disclosures are automatically attached to each document, complete with compliance tracking.
Create PDF, PowerPoint, Word or Excel outputs.
Marketing can see which documents are being used in client interactions and receive feedback on which collateral is performing best.
NEW YORK (TheStreet) -- Study after study bears out the sentiment that Americans are having a hard time saving for retirement. The Washington, D.C-based National Institute On Retirement Security says the typical American family has only a "few thousand dollars saved for retirement" and notes that 45% of U.S. working-age households, or 38 million of them, don't have any retirement assets at all ...Read the source article at Stock Market
The world is getting smaller. American companies don't dominate the global equity market as they did in the late 1960s.Read the source article at bankrate.com
PUBLICLY-listed Security Bank underwent re-branding and will now focus on retail banking or consumer financing, top officials said yesterday. “Security Bank. You Deserve Better,” is the bank’s new brand promise.Read the source article at Sun.Star