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November 01, 2013 at 09:31 AM
Who doesn’t want more efficient workflow processes?
Not only do clients benefit, but savings to the bottom line have a direct impact on a firm’s success.
For this reason, Fox Financial Planning Network announced Thursday that it has released a new “middleware” software application, Genesis Smartware.
“The thing that makes this unique is that it solves the communication problem plaguing technology within the industry,” Deborah Fox, CEO and Founder of FFPN, told ThinkAdvisor on Friday. “It addresses the integration issue and makes it so much easier for advisors to design workflows, rather than hardcoding it all, which is what they’ve been doing.”
She noted the software is a connector, a translator and a processor.
“In a rules-based way, it can pull from multiple systems and deliver the information to any number of areas.”
For example, when testing the system, she said information was pulled from the CRM and was sent to the advisor’s financial planning software. It then produced an investment review report, pulled the information back to the CRM and sent it to the advisor to review before the client meeting, while at the same time sending a notification to the administrative person to schedule the meeting. Lastly, a review notification was sent to compliance.
Got all that?
