How can Advisers Grow AND Increase Profitability? Grow AUM without Increasing Staff!!
See how savvy firms accomplish this with ClientLogix!
Solutions – Business Automation, Business Intelligence & Business Management…All in One!
Win, Win, Win! – The Magic of ClientLogix CRM!
Operations, Compliance, Client Service, etc. – Serving More Clients AND Doing a Better Job at It!
Business Intelligence Disguised as CRM for Asset Managers
Malware Alert! – Bank of America Look-Alike
Massive Tech IPO – Koch and Golden Gate Capital Announce Infor Investment & IPO for 2020
Watch Out! – Hackers Personalizing the Scam
Data Breaches – 21 Scariest of 2018!
SpotLight ID – Advanced Identity Theft & Fraud Protection
Monthly Trivia Question – Groundhogs, Valentines & Presidents?
Tag: Business Intelligence
Check out the UNAPEN Newsletter – August 2018
Summer is Over – Making “Back to Work” Easier
CyberSecurity Guidance – Avoid Unnecessary Business Disruptions & Headaches
UNAPEN Solution – ClientLogix: CRM, Business Mgmt & Business Intelligence for Asset Mgmt Firms
Productivity – Windows 10 Tips & Tricks
Technology – Smart Devices: Convenience vs. Security Exposure
Technology Guidance – How Can RIA Firms Afford CyberSecurity?
Monthly Trivia Question – Labor Day in Europe
Birst provides Infor a single, elegant platform to render insights, discovery, correlations, and predictive analytics in a highly consumable user interface.
Check out the April 2017 UNAPEN Newsletter!
Infor’s acquisition of Saleslogix means renewed focus and growth of the enterprise CRM product with special attention to vertical markets.
The new release of ClientLogix 5.0 offers a hybrid implementation of LAN, Web and Mobile CRM and Business Intelligence to the Investment Management industry that drives user adoption by centralizing/aggregating data and making it easy to access that critical information.
Today, we are in the era of Big Data. The amount of data that flows through a financial advisory firm on a daily basis is increasing exponentially. And yet, many data functions at these firms are still handled manually—and stubborn manual data entry and retrieval bottlenecks continue to hinder operations.
Over the last decade, CRMs have become an integral part of core RIA infrastructure. Its uses, look and usability vary widely with each CRM and RIA. If your company is thinking of changing CRMs or optimizing the use of your current CRM, then I highly recommend delving into the 5 components that have been outlined in this article. They will be the key to the future success of your CRM and your business.
ClientLogix integrates portfolio acounting data with SalesLogix to create an investment management CRM and Business Intelligence platform that is powerful and easy to use. New dashboards, created without any coding required, extend these benefits to the entire firm.
Wrap/SMA managers are often disappointed with CRM options, ClientLogix is tailored for these managers.
ClientLogix CRM links with your telephone system to proactively retrieve client records before you answer the phone, thereby increasing cient service and satisfaction. Then helps you schedule activities via iPad, iPhone, Android and BlackBerry.
Investment managers need modern tools that are smart and easy to use in order to keep up with increasing mountains of data.
Getting data out of Advent Axys and APX can be complex and challenging, ClientLogix from UNAPEN helps users get easy access to that information plus much more. UNAPEN also specializes in creating APX SSRS custom reports.
UNAPEN products help you work smarter to drive growth, foster teamwork, increase profitability and ensure client satisfaction.
– ClientLogix – CRM & Mobility for Investment Advisors
– ClientRep – Client & Mgmt Reporting
– Business Automation
A thorough understanding of the Financial Services Industry and our absolute commitment to client satisfaction sets us apart.
– Strategic Data Management Solutions
– Systems Integration & Data Synchronization
UNAPEN’s ClientLogix™ CRM integrates client service and sales activities as part of the new overall technology strategy at The Washington Trust Company.
UNAPEN is offering discounts on upgrades from basic contact management systems such as Act®, Qube®, Goldmine®, Outlook® or Excel® to its enterprise client relationship management (CRM) system—ClientLogix™
UNAPEN hosting the Advent Users Group meeting in San Francisco, showing members how to get the most value from their Advent Axys and APX products.
Washington Trust Wealth Management announces enterprise rollout of UNAPEN’s ClientLogix CRM integrated with Advent APX. Smartleaf’s portfolio rebalancing and Concord Wealth Management’s investment platform to drive asset growth.
Advisors using ClientLogix are poised to not only weather the current market turmoil with higher client retention rates, but also are aggressively acquiring new clients because they are able to provide superior client service and relationship management with less effort.
UNAPEN CEO Joe Walker addresses billing standards and practices in the investment management industry at the Redi2 conference in Coral Gables, FL.