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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
API Access
Has API
Integrations
Conga Contracts
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Data Import / Export
Drag & Drop
Interactive Elements
Photos / Images
Publishing / Sharing
Templates
Sales Performance Management
Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management