速報APP / 生產應用 / Liberty Practice Manager

Liberty Practice Manager

價格:免費

更新日期:2019-04-29

檔案大小:127.1 MB

目前版本:1.2.10

版本需求:需要 iOS 7.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。

支援語言:英語

Liberty Practice Manager(圖1)-速報App

Enhancing the daily activities of a financial adviser

We Make Your Life Easier

Increase prospects

• Prospecting Tool

Liberty Practice Manager(圖2)-速報App

• Phone Assist

• Appointment scheduling

Increase Sales

• Goal driven pipeline, provides real time view of where you are as an adviser, and what needs to be done in your business to increase sales. With clear measurements and a view on progress at any point in time, by week, month and year.

Liberty Practice Manager(圖3)-速報App

Record all Interactions with clients

• Reminders and prompts on who to contact next. Appointments scheduled and held and FNA’s are all recorded against the prospect.

Liberty Practice Manager(圖4)-速報App

支援平台:iPhone, iPad