Our lead management system provides clients the details they need to succeed.

• Track prospect information from lead to conversion to follow-up activity
• Assist with warm lead follow-ups and solicitations
• Depict how many collateral requests translated to investments
• Help refine future campaigns and marketing initiatives
• Provide detailed lead reporting:
  • by marketing source
  • by distribution channel
  • by region
• Closed Loop Marketing
• Track conversion rate
• Report activities such as cash flow on converted accounts

Our lead management system enables clients to monitor the details of prospects' lifecycles. To help our clients succeed in this competitive marketplace, we offer a variety of lead follow-up services including:

• Auto schedule call back
• Auto schedule second mailing
• Capture and storage of selling notes
• Access to cross-sell data