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ActiFi and Advisor Impact Introduce New Client Engagement Program

Submitted by Technology Tools for Today on December 5th, 2014


Powerful Strategic Alliance Leverages Voice of the Client for Deeper Relationships and More Effective Business Development

ActiFi today announced the launch of ActiFi Client Engagement, a unique program that combines the power of robust client feedback with the tools, support and resources to build more engaged and profitable client relationships. ActiFi Client Engagement will be powered by the Client Audit, Advisor Impact’s industry leading client feedback program.

ActiFi Client Engagement will take client feedback to the next level, layering in coaching, practice management resources and technology to help financial advisory firms take meaningful action. The program will be offered directly to individual advisors as well as through broker-dealers, custodians and TAMP’s as part of a robust, integrated offer that links client feedback directly to advisor workflow, positively impacting efficiency and the bottom line.

“The goal of this program is to help advisors increase revenue, have more free time, and provide exceptional client service,” said Spenser Segal, ActiFi CEO. “When we combine ActiFi’s capabilities to build exceptional advisory businesses with the in-depth client feedback from the Client Audit, the result is a tool that will make advisors more effective and profitable. In addition, ActiFi Client Engagement will enable the institutions that support advisors to enhance advisor engagement by helping their advisors deepen relationships with their clients. Whether advisors are looking for growth opportunities, wanting to better understand the needs of their clients, or just be better advisors, this program expands our ability to drive success.”

Julie Littlechild, founder of Advisor Impact, added: “Working with a firm like ActiFi allows us to increase the value for advisors, while remaining focused on our core capability, which is helping advisors gather client feedback. In many respects, ActiFi represents an exciting future for client feedback and client engagement because they can provide the in-depth consulting and technology integration that will lead to more significant return-on-investment for advisors and their firms.”

The program offers a choice of three levels – Impact, Innovate, and Transform – so advisors can choose how best to match their needs and desired commitment levels. It will also provide access to other features offered through the ActiFi software suite.

“ActiFi Client Engagement is a consummate example of the whole being greater than the sum of the parts,” said Gail Graham, CMO at United Capital Financial Advisors, LLC. “We know first-hand the value that ActiFi and Advisor Impact bring to our advisors, in their respective areas of expertise. Combine the power of client feedback with an effective, integrated execution program, and the benefit to an advisory firm is exponential. We’re excited about bringing this opportunity to our advisors.”

Listen to Spenser Segal and Julie Littlechild discuss the Client Engagement program and its value to advisors.

To learn more, visit www.actifi.com/clientengagement

About ActiFi
ActiFi™ is a coaching, software, and consulting company that creates scalable business execution programs for the financial services industry. By implementing its proven people, process, and technology solutions based on research, best-practices, and industry benchmarks, ActiFi clients run more effective and profitable businesses. Learn more at www.actifi.com.

About Advisor Impact
Working across North America and the United Kingdom, Advisor Impact takes a data-driven approach to helping financial services professionals drive client engagement and growth through its industry-leading programs, research and tools. In addition to structuring and managing customized client feedback programs at the enterprise level, Advisor Impact works with individual advisors to gather and use feedback from clients. The firm also conducts ongoing research among advisors and investors. For more information, visit www.advisorimpact.com.

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