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Advisor Retention Case Study Example | Financial Services Software & Consulting | Actifi
Because SuccessPro identifies unique opportunities for each advisor, it truly helps to unlock their maximum potential in reaching all their business goals. And we know when you help an advisor reach t...
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Lift Advisor Retention 6% | Financial Services Software & Consulting | Actifi
Improving and expanding advisor use of your platform technology adoption, advisor development, and solution adoption to help advisors achieve their goals and better serve their clients positively impa...
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Empower Your Leaders | Financial Services Software & Consulting | Actifi
Get in Touch If you’re ready to get started with SuccessPro by ActiFi or you just want to learn more, our team would love to hear from you. "*" indicates required fields
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Platform Adoption Case Study Example | Financial Services Software & Consulting | Actifi
Because SuccessPro helps to identify advisor readiness (defined as: will, skill, and capacity) we were able to help our client assess their advisors to pinpoint who would be ideal to adopt this new pi...
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A Smarter Way To Engage Advisors With Goal-based Interactions | Financial Services Software
Firms that engage advisors in goal-based interactions, experience higher levels of growth, retention, and NPS scores. Leverage this insight to create exponential growth. 2X Growth We have observed mul...