Inflation is affecting small business owners everywhere. According to research by the NFIB Small Business Association, 37 percent of SMB owners cited inflationary pressures as the single most important problem…
Did you know that customer experience influences 73 percent of customers' purchase decisions? To stand out in the highly competitive startup world, improve retention rates, and attract new customers, small…
Regardless of how long you’ve been in business, if you want your company to grow, you need to continually add new customers and improve your customer retention. The best way…
2022 Act! CRM Survey Report Recap Throughout the pandemic, increased resilience and adaptability became necessary as SMBs were forced to quickly adopt new ways of working to remain open and…
AspenTech CRM, founded by Greg Knapp in 1994 and now led by his son, Marshall Knapp, has been an Act! Certified Partner since 1994 and was recently awarded the Act!…
Managing customer risks with Act! Premium Simply said, if you are a financial advisor, insurance agent, or providing other financial professional services, your book of business is always in peril. …
Time is a finite resource for businesses, and teams today can feel overwhelmed trying to balance everyday tasks with growing expectations and long-term business goals. Fortunately, the dedicated team at…
If you’re an independent financial advisor, you might wonder if you really need customer relationship management (CRM) software. No matter what size your business is, chances are you can benefit…
As businesses work to provide better and more personalized services for their customers, the need for digital solutions has become essential. However, introducing new software into business operations can be…
Act! is a feature-rich, customizable solution that offers unparalleled flexibility to accommodate all the unique ways you do business. With Act! Premium Cloud, you always have instant online access to…
Integrating your loan origination software (LOS) and your CRM may be the most effective sales investment your bank can make. Need more time to sell? Forrester Research (along with other…
In a recent poll conducted by Moody’s Analytics, the question was asked, ‘What is your biggest challenge in initiating the loan process?’, to which 66% of bankers surveyed answered the manual collection…
In 2021 financial advisors grew assets by 12% (7.5% was new clients and 4.5% was existing clients) but lost approximately 6% of assets in outflows (half from losing clients, half…
The world of real estate is arguably one of the most competitive industries. With such a high earning potential, it's no secret why this field is so competitive and cutthroat.…
As every insurance agency knows, gaining consumer trust is one of the biggest challenges in the insurance industry. In fact, one study found that only 20% of customers think that…