Big Contacts for Financial Professionals is designed specifically for people in the financial services industry. We have users of this edition who are financial advisors, stockbrokers, industry wholesalers and many others who specialize in insurance or mortgage products.

Big Contacts for Financial Professionals has all of the features of Big Contacts, plus these additional unique and powerful features:

Additional data fields such as drivers license info for Patriot Act requirements. Integration with LaserApp. A review manager. Track when you have client reviews and, optionally, have the system send out reminder emails or postcards or assign tasks to someone on your team to schedule the review. Auto BCC to your email of all emails sent from the system to keep you in email compliance. Add client account information such as account numbers, account values, and even position data. Integration with Albridge web services to access real-time account data (if supported by your broker/dealer). Save info on other client advisors such as their lawyer, cpa, etc. Calendar-only users - if you need people, who are not on your team, to schedule meetings for you (they cannot see any contact info - just the calendar. Think of the bank channel where bankers set up meetings for brokers with their bank clients.

Why use Big Contacts for Financial Professionals?

Are your client relationships slipping through the cracks?

Big Contacts for Financial Professionals will organize all of your client information and history into a comprehensive one page view. Any activity that occurs relative to this client is displayed at your fingertips. You won't have to worry about clients relationships slipping through the cracks.

• Establish recurring tasks to stay in touch with your clients
• Email clients directly from the system
• Attach proposals, forms, and letters directly to client files
• Monitor tasks completed by your team

How well are you managing your time?

Big Contacts for Financial Professionals is a very robust calendar that allows you to easily coordinate and manage schedules for you and your team. You won't have to struggle with time management again!

• Individual and team calendars to effectively manage a tight schedule
• Advanced tracking of your current tasks AND tasks you've assigned to others
• Monitor the activity of your entire team as it happens

Do you know where your business is coming from?

Big Contacts for Financial Professionals allows you to easily track all your current sales opportunities for you and your other team members.

This component will help you track and stay on top of more prospects and to close more deals than anything we've seen on the market!

• Monitor your current sales funnel
• Project next month's and next quarter’s business
• Track business for your entire team
• Track future opportunities for your existing clients

How often do your clients hear from you?

No other contact management system in the industry will allow you to manage your existing book as effortlessly as this does. Don't let your competition take your clients!

Easily manage all of your client reviews:

• Maximize your schedule without overloading it
• See more clients
• Capture more assets

Do you need immediate access your client's positions?

You have two approaches available to track this data.

• Manual: You can enter account and position data for each of your clients. Any equities you enter will be updated on a nightly basis with the latest price for that stock or mutual fund. This is a great way to track all the account details for your clients.
• Automated: Teaming with Albridge Solutions, Big Contacts portfolio manager provides you with near real-time access to your client's positions. If your Broker Dealer offers you Albridge Web Services, you can use this service. Just enter you client and their spouse's social security number and you can see all of their accounts and positions.

What's your plan for growing your business?

Big Contacts will help you convert more prospects to clients, and gather more assets from your existing clients. You get access to our 'Autopilot', a fully automated and integrated drip marketing program that delivers regular touches to your prospects and clients



Join the thousands of others in the financial services industry already using Big Contacts for Financial Professionals to manage their growing book of clients. Click here to sign up now.