We recruit the absolute best local marketing executives who know your market and arm them with an end-to-end solution to support their workflow and streamline delivery of services with enhanced project management and reporting capabilities. Since advisors are independent, there’s no added personnel expense and the entire solution is available on an affordable, cancel anytime subscription basis.How Marketing Advisors benefit?
Our proprietary CRM is supported by a powerful technology deck that enables deeper customer data collection. It’s a lot of the information you’d love to know before there’s a loan request – and helps you personalize your marketing offers based on their specific profile. The platform is customized for the financial services sector and because it’s subscriber-based, it’s more affordable than an off the shelf, cookie-cutter platform.