Law! Partners with Performance Insights to provide enhanced client management solutions for financial services professionals

SCOTTSDALE, Ariz., June 16, 2022–(BUSINESS WIRE)–Law!a leading customer relationship management (CRM) and marketing automation solution for small businesses, today announced the availability of Law! Financial Services Solutions in partnership with Performance Information – a commercial performance consulting firm for the banking sector. Law! will now offer industry-specific analytics and automated document collection to optimize sales operations for small RIAs, financial advisors, community bankers, mortgage lenders and insurance agents.

Both solutions, Reporting-as-a-Service (RaaS) and Document Collection, provide small financial services businesses with an improved customer experience, greater efficiency, and detailed visibility into their pipeline. The Reporting module allows users to specify parameters for data aggregation and customize filtered views of the business book. By exploring certain metrics with dashboards and analytics reports, this robust RaaS provides unprecedented insight into customer financial relationships and business performance.

The document collection module enables financial services professionals to collect, secure and manage all client related documentation. It speeds contract execution with electronic signatures and optimizes forms processing with automated customer reminders and flexible branding templates. The solution is built on bank-grade security, with encrypted customer data, audit trails, and role-based access.

“Simply digitizing a volume of business is no longer enough. Financial services firms are expected to deliver a higher level of personalization and understanding to their customers than ever before,” said Ron Buck, president of Performance Insights. “Partnering with Act! to bring our all-in-one customer intelligence solution to their thousands of CRM users who are financial services professionals makes perfect sense.”

“Financial services companies thrive on the well-being of their customers. In fact, a Forrester Study found that 77% of customers surveyed were willing to stay with a financial institution longer if they felt valued, and 89% would defend that business if they felt respected,” said Steve Oriola, CEO of Act!. “We strive to bring our financial services CRM clients more ways to meaningfully engage customers and leverage those relationships to increase business performance. Performance Insights brings this vision to life.”

To learn more about Act! Visit Solutions for Financial Services: www.actforfinancialservices.com.

To learn how to turn insights into action with advanced analytics in Act!, Register for our June 22 webinarn/a2022 at 1:00 p.m. ET.

About Act!

Law! is a leading provider of complete CRM and Marketing Automation solutions that connect businesses with their customers. The company’s offerings offer unparalleled value with more marketing capabilities than other similarly priced CRMs. With Act!, professionals build relationships, not just transactions. The company’s all-in-one solution supports professional small and medium-sized businesses at all stages. For more information, visit https://www.act.com/ and join us on LinkedIn, Facebook and Twitter.

About performance information

Performance Insights believes that building a sales team for the future involves taking bold steps in the sales process, technology, and sales management. Our unique team of industry leaders know how to ask questions and listen to understand your unique needs and help you establish a starting point for sales transformation. Our unique software (Performance Navigator) is used by some of the world’s most prestigious financial institutions to define high performance. We listen to you, stay with you every step of the way, and celebrate success with you. For more information, visit https://www.performanceinsightsteam.com/about-us/

See the source version on businesswire.com: https://www.businesswire.com/news/home/20220616005290/en/

contacts

Media:
V2 Communications on behalf of Act!
Rachel Levy
act@v2comms.com