ACT! by Sage Premium for Financial Professionals was designed exclusively for professionals in the Financial Services industry. This customer relationship management (CRM) software solution assists you in managing prospect, client, and associated financial data, and sharing it across teams. ACT! for Financial Professionals delivers comprehensive contact and compliance management solutions that equip you and/or your team with the tools you need to enhance client retention and growth while helping you maintain corporate compliance and tracking standards.
Key Benefits:Capture, centralize, and secure business-critical data.
Stay in touch with your clients, wherever you are.
Stay on top of your schedule and tasks for razor-sharp focus.
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