Partner

ACS’ Broker/Dealer CRM

ACS has partnered with SalesLogix, an industry-leading CRM software vendor, to create our Broker/Dealer CRM and our Investment Advisor CRM. The Broker Dealer CRM delivers additional benefits to our Broker/Dealer Solution clients and the ACS mobile clients.

Whether in a hosted environment or within a client’s data center, ACS ensures seamless, successful CRM implementations. Additionally, once the CRM systems are up and running (typically within six to eight weeks), our dedicated team of account managers and system administrators provides regular maintenance and upgrades, ensuring dramatically enhanced sales productivity and operational efficiency.

Broker/Dealer CRM provides all the benefits of the robust Broker/Dealer Solution while adding customer contact capabilities, including calendaring, scheduling, meetings, and follow-up. Broker/Dealer CRM also provides a comprehensive list of views and reports.

With ACS’ Investment Advisor CRM, mutual fund companies can also pursue marketing and customer service initiatives – the kinds that engender profitable growth. The Investment Advisor CRM provides critical information that is consolidated over multiple supermarkets to enhance visibility of the trading landscape. It can also track, consolidate, and analyze the supermarket trading history of investment professionals – in a variety of interfaces. Moreover, the Investment Advisor CRM works in all major supermarkets.

ACS’ Mobile Solutions

Today’s busy wholesalers need tools that provide immediate, tangible productivity in numerous areas, from contact management to sales reporting. ACS enables BlackBerry® users to optimize their productivity and efficiency by delivering CRM data to their mobile device.

ACS’ mobile solutions provide a single source for email, calendaring, office tools, and transactional data. They enable wholesalers to make the most of their time and information, and are built for convenience by integrating seamlessly with the entire suite of ACS products.

Features

Features of ACS' Broker/Dealer CRM include:

  • Broker/Dealer CRM Views and Reports
  • Broker, branch, and firm PRN-AUM and group summaries
  • User-friendly ad hoc queries and reporting
  • Ad hoc groups summary tied to fulfillment and mail merge
  • Fulfillment ordering
  • Microsoft® Word mail merge
  • Call, meeting, and to-do tracking
  • Group calendaring
  • Sales library for presentations, product sheets, etc.
  • Sales process flow charting and tracking, and assignment and management
  • Tracking purchases, redemptions, net, and current balance; and following assets under management:
    1. By date, broker, branch, or firm
    2. By fund, class, type, or style
    3. By channel, region, or state

Investment Advisor CRM Views and Reports

  • Purchases, redemptions, net, current balance, percent of purchases, and percent of balance sorted by market, advisor, and fund
  • Monitor-timing activity reports
  • Asset-share analyses sorted by:
    1. Total discretionary and nondiscretionary assets by advisor
    2. Total assets held by management company
    3. Asset target by advisor
  • Comprehensive global advisor sorted by SEC data, and by location, discretionary/nondiscretionary asset value, product usage, association, and compensation
  • Sorts linked to fulfillment processing

    • Features of ACS' Mobile Solution include:

  • Works with RIMs Blackberry OS software or Microsoft’s Windows Mobile OS
  • Full graphical calendaring capability
  • Representative, branch and firm contact information
  • Purchase, redemption, net sales and assets
  • Representative activity management
  • Call, meeting, and to-do tracking with notes
  • Direct connectivity to ACS’ Investment Advisor and Broker/Dealer solutions

    • Links

    About ACS

    ACS, a global FORTUNE 500 company with 60,000 people supporting client operations reaching more than 100 countries, provides business process outsourcing and information technology solutions to world-class commercial and government clients. ACS financial and securities services enable financial institutions to gather, analyze, and track financial data to lock in current customers and attract new ones. ACS solutions consolidate data and provide a clear picture of an organization’s relationship with its customers. At the same time, ACS helps companies accumulate—in a single, easy-to-access database—customer service information that fosters customer loyalty.

    ACS delivers a hosted, out-of-the-box solutions suite that enables clients to:

    • Report firm, branch, and rep-level activity
    • Track purchases, redemptions, and assets
    • Access Omnibus data
    • Manage compliance reporting
    • Compensate wholesalers
    • Integrate sales and marketing data with CRM
    • Access supermarket trading history and daily transactional flows
    ACS
    • ACS
      ACS’ mobile solutions provide a single source for email, calendaring, office tools, and transactional data. They enable wholesalers to make the most of their time and information, and are built for convenience by integrating seamlessly with the entire suite of ACS products