Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Is your sales team capable of competing against elite rivals? Transform your entire operation from the top down swiftly by leveraging predictive metrics to address issues today that could otherwise hinder tomorrow's outcomes. Empower managers to flourish as proactive coaches through an innovative skill development system aimed at enhancing the capabilities of sales managers and professionals alike. Foster a culture that prioritizes proactive sales strategies, enabling you to swiftly step into the role of a proactive coach who identifies and resolves issues early on. Strive for a consistent pipeline balance for both sales professionals and your team, utilizing predictive metrics to tackle seller challenges before they affect future results. Experience substantial enhancements in win rates and contract values while simultaneously shortening the sales cycle, facilitated by comprehensive end-to-end sales enablement and a full suite of online training programs that guide participants from planning through execution. By implementing these strategies, you can create a formidable sales force ready to excel in today’s competitive landscape.
Description
A cutting-edge, modular platform designed for wealth management innovation is now accessible via the cloud, catering to the growing demands of the industry. Drawing on three decades of expertise and product development, we equip you to tackle current challenges while positioning you to capitalize on future opportunities as we envision your path to growth. With a sophisticated client management solution, you can perform your daily tasks more efficiently, provide enhanced service to your clients, and boost revenue streams. The platform offers a comprehensive 360° view of client information, investments, assets, relationships, a document repository, and tracking features. By integrating digital capabilities, you can improve prospect conversion rates and deepen client relationships. The intelligent KYC capture system streamlines onboarding by adjusting to various client types, complemented by an integrated AML scoring engine. Simplifying processes allows you to manage a larger client base proactively through omnichannel approaches, ultimately increasing advisor productivity and improving overall operational efficiency. Furthermore, this innovative solution supports your business in adapting to the ever-evolving financial landscape.
API Access
Has API
No
API Access
Has API
No
Integrations
Conga Contracts
No
Salesforce
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Adventace
Founded
2001
Country
United States
Website
adventace.com
Vendor Details
Company Name
Objectway
Country
Italy
Website
www.objectway.com/objectway-wealthtech-suite/
Product Features
Org Chart
Collaboration
No
Data Import / Export
No
Drag & Drop
No
Interactive Elements
No
Photos / Images
No
Publishing / Sharing
No
Templates
No
Sales Performance Management
Incentive Compensation Management (ICM)
No
Predictive Sales Analytics
No
Quota Management
No
Reporting / Analytics
No
Sales Coaching Analysis
No
Sales Gamification
No
Sales Performance Tracking
No
Sales Planning & Forecasting
No
Territory Management
No