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Manage Your Biggest Asset: Your Customers

Need to expand your client roster and assets under management? Act-On's growth marketing platform helps you create, execute, and deliver personalized financial marketing initiatives at scale.

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Act-On for Financial Advisors

Outpace Trendy “Robo” Advisors and Mobile Apps

Millennials don’t speak the same buyer language as previous generations and are more attracted to new (and often free) apps launching every day. To compete, your financial advising firm needs to adopt a confident online presence to help develop personal relationships across all digital channels. With Act-On’s growth marketing platform, you can engage a younger audience while staying true to your roots.

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Discover why Act-On is the right marketing automation platform for financial advisors.

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Maximize Your Available Resources

Financial firms need to be nimble with their precious time and resources. Act-On's growth marketing software helps you eliminate repetitive tasks, so you can focus on moving the needle for your clients’ assets.

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Let Behavior Be Your Guide

Your prospects tell a story with every click, open, and search. Marketing automation will turn you into a great “listener” by tracking this data and linking prospects with the perfect solution.

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Spread Your Wealth of Knowledge

You’ve got enough wealth management knowledge to fill a lifetime worth of great investor content. But how do you get relevant whitepapers, webinars, blog posts, and other value-packed content in front of the right people? Let Act-On's robust marketing automation platform do the heavy lifting.

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Upselling, the Act-On Way

Without lead segmentation and personalized customer journeys, you’re not delivering the kind of meaningful experiences that motivate your prospects and clients to do more business with your firm. Your communications should make potential clients feel appreciated — like they’re more than just another lead. Act-On's platform makes it simple, easy, and effective to deliver, track, and measure personalized marketing campaigns at scale to help you forge more meaningful connections with your client base.

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Connect and Consolidate to Save Time and Increase Results

Are you stuck with marketing software that’s clunky and hard-to-use? You’re not alone. Many of Act-On's financial customers used to complain about legacy platforms and disconnected marketing technology stacks that cost them countless hours of tedious manual labor. Don’t settle for less. Upgrade to Act-On's growth marketing platform to consolidate your efforts and execute captivating campaigns through a single source of truth.

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Embrace the “Great Wealth Management Transfer”

It’s coming: The American economy is bracing for a nearly $70 trillion wealth transfer from Baby Boomers to their loved ones. To maintain existing relationships and forge new connections, you need a holistic multi-channel brand approach. From creating captivating landing pages to delivering personalized experiences, Act-On's platform will help you get ahead of your prospects’ needs and speak to this new generation of investors.

Act-On has the creative and reporting tools we need to deliver customer communications effectively in one reliable platform.
Eric Kinaitis Director of Marketing and Communications, American Endowment Foundation
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Act-On starting from $900 per month

20+ Years of Happy Clients

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Excellent Experience Implementing SugarCRM

W-Systems provided our not-for-profit with outstanding guidance and support to customize and implement SugarCRM to manage a complex network of activities, properties and partner relationships. The outcome was a clear, user-friendly system for our team resulting in professional reporting for our funders and senior leadership. W-Systems provides a project manager who is accountable and responsive throughout the process and provided resources for us to manage our system effectively.

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Excellent Partner!

Responsive, helpful, thoughtful. They have been exactly opposite (in as positive of a way as possible) of the typical software sales approach. W-Sytems created my happiness with CRM.

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W-Systems is Wonderful!

W-Systems installed our system and has been wonderful about working with us over a long period of time when something went wrong.

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CRMs are Personal and Complicated

CRMs are personal and complicated. With every project and every issue we have had, I feel that we were treated fairly and professionally. On the occasional misunderstanding or miscommunication, there was no gotcha but a desire to solve the issue fairly. The expertise level is high. Very good and respectful service.

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Stellar Service

We have worked with W-Systems for many years. Their service is stellar on every level, including the expertise and caring of their staff members.

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Instrumental in our Upgrade

Mark was instrumental in our upgrade to the latest version of GoldMine. Not only did Mark do the data conversion but he has subsequently resolved several issues that have surfaced with the GoldMine alarms & the daily backup process. Mark has been very accommodating to any contact I have made to either ask questions or resolve an issue. Previously we have worked with Bob thru the years to support our GM application and again very pleased with the support offered by Bob. I would highly recommend W-Systems Corp. for support.

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There Will Be Issues!

I highly recommend W-Systems. We have a complex solution that integrates numerous different software application and databases. This requires several different team members at W-Systems for support. Their knowledge and ability to work together provide the timely support I need. I’m not surprised there are challenges and issues with the complex technology support I ask from them, what is surprising is they always keep it working. Thank you!

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The Entire Team Works Hard

The entire team at W-Systems works hard to make sure you are satisfied with their service - be it resolving technical issues or implementing new technologies! BIG thumbs up!

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Great People to Work With

W-Systems has great people to work with. They really took the time to understand our business and help us move into CRM best practices. They are reliable and helpful. SugarCRM was also a great decision for our team. The product functions as we had hoped and is easy to self-manage for day to day items.

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