Unlock your firm’s growth potential with SuccessPro?! ?? Whether it’s expanding advice revenue, boosting profitability, or improving client retention, SuccessPro? turns growth initiatives into strategic, measurable plans. Here’s how to get more from SuccessPro?: ?? Custom Growth Strategies: Align advisor goals with firm-wide objectives for maximum impact. ?? Actionable Insights: Use real-time data and benchmarks to identify key opportunities. ? Tracking & Accountability: Ensure execution with built-in progress tracking. ?? Resource Optimization: Direct resources to the highest-growth areas. Ready to optimize SuccessPro? for growth? Let’s take your results to the next level—contact [email protected] to schedule a strategic session. #SuccessPro #GrowthStrategy #AdvisorSuccess #WealthManagement
ActiFi
金融服务
Minneapolis，Minnesota 1,887 位关注者
We enable financial institutions and advisors to provide world-class, integrated advice more effectively & profitably.
关于我们
ActiFi is a software and solutions company that enables financial institutions and their advisors to provide world-class, integrated advice more effectively and profitably. Financial services firms are spending millions of dollars and countless hours to grow, retain, and attract advisors. But they lack transparency into the quality, consistency and quantity of leader interactions with advisors. Organizational programs and initiatives are not as effective as they could be and advisors don’t fully experience the organization’s value proposition. Our technology solves these issues in a scalable, measurable, and integrated manner. With ActiFi SuccessPro you are able to: Engage your advisors. Understand your advisors’ individual perceptions of your value proposition, create plans to improve them, and execute the plans - with scale. Empower your leaders. Create consistency and scale with the delivery of high-quality data-driven one-on-one meetings across your organization – with transparency. Elevate your endeavors. Align your programs and initiatives to the strategic goals of the organization and drive greater levels of adoption and use - with measurable results.
- 网站
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https://www.actifi.com
ActiFi的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Minneapolis，Minnesota
- 类型
- 私人持股
- 创立
- 2003
- 领域
- financial services strategy、process、people、technology、planning、process、workflow、sales training、marketing和practice management
地点
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主要
获取路线
600 Highway 169 S
Suite 250
US，Minnesota，Minneapolis，55426
ActiFi员工
动态
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Boost advisor engagement and drive firm success with SuccessPro? from ActiFi! ?? Many firms already use SuccessPro? to align advisor goals with firm objectives—but are you maximizing its full potential? Here’s how SuccessPro? supports your advisors: ?? Understand: Gain insights into each advisor’s motivations, enabling personalized engagement. ??? Plan: Develop scalable strategies—through coaching, digital tools, and targeted programs—that drive measurable results. ?? Execute: Ensure smooth execution with tracking and feedback for sustained advisor engagement and performance. Ready to unlock more value from SuccessPro?? Contact [email protected] to schedule a strategic session and learn how SuccessPro? can elevate advisor engagement across your firm. #SuccessPro #AdvisorEngagement #WealthManagement #AdvisorGrowth
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Take your business planning to the next level with the latest innovations in SuccessPro?! ?? We’ve enhanced our platform to drive better business results—here’s what’s new: ?? Improved UX: Navigate SuccessPro? with ease! The updated dashboard gives you a clear view of essential metrics and KPIs, helping you stay on top of your performance. ? Business Planning Express: Need a streamlined approach? Our new Express assessment aligns advisor goals with firm objectives quickly and effectively. Why Start with Business Health? Business Health is the foundation of effective planning. SuccessPro? provides data-driven insights to create tailored plans that support growth and align with firm goals. Ready to leverage these features? Contact your account manager or email [email protected] to schedule a demo. #SuccessPro #BusinessPlanning #AdvisorGrowth #WealthManagement
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Transform your firm with SuccessPro? from ActiFi! ?? Our patented software leverages smart technology to solve business challenges and drive technology utilization. Here's how SuccessPro? drives technology utilization within your firm: ?? Understand: Align technology with advisor goals, ensuring it supports their unique needs. ??? Plan: Match business challenges with the right tech solutions to drive growth. ?? Execute: Seamlessly implement strategies with robust tracking and support tools. Why SuccessPro?? - Clear steps to keep advisors on track - Measurable outcomes - Optimized engagement and resource allocation Ready to elevate your tech strategy? Contact us at [email protected] to get started! #SuccessPro #WealthTech #AdvisorGrowth #StrategicTech
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ActiFi转发了
Continuing from my previous post featuring excerpts from Chapter 10: The Future of Wealth Management, I am happy to present the second installment, which highlights two key trends shaping our industry’s future. How is your firm adapting to these changes? #AI #WealthManagement #FinancialServices #Innovation #Leadership #FutureOfFinance #DigitalTransformation #Fintech #ArtificialIntelligence #ClientExperience #FinancialAdvisors #IntegratedAdvice #EstatePlanning #TaxOptimization #FinancialPlanning #CashFlowManagement #ActiFi #balancesheetoptimization #RIA #Wealthmanagement
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ActiFi转发了
I am thrilled to share the fifth installment of excerpts from Chapter 10: The Future of Wealth Management in my upcoming book, The AI-Enabled Future of Wealth Management: A Leader’s Guide. In this article, I explore three transformative trends shaping our industry: 24/7 AI-Powered Client Service: AI-driven chatbots and voice assistants are enabling round-the-clock service. By handling routine inquiries and administrative tasks, AI enhances efficiency and improves client satisfaction. The challenge, however, is ensuring these systems are reliable, secure, and integrated with personalized human touchpoints. Integrated Financial Services Driving Higher Margins: Leading firms are becoming one-stop shops by offering a comprehensive range of services—beyond investment advice—to boost margins. By integrating services like tax planning and estate planning, firms can deliver more value, improve profitability, and meet growing client expectations for holistic financial advice. AI Reducing the Cost of Routine Tasks: As AI agents automate non-client-facing tasks like meeting preparation and account setup, firms will see significant cost savings. This shift allows advisors to focus on higher-value activities, enhancing client experience while maintaining a competitive edge. These trends point to a future where technology-driven efficiencies will redefine wealth management, making it essential for firms to strategically embrace AI while preserving the human element where it matters most. I'm honored to share insights from industry pioneers who have spent decades advancing wealth management and fintech. Their perspectives on the history and trends shaping the future of wealth management are invaluable, and I'm excited to interview them and capture their insights in my book. Stay tuned for insights from these industry leaders, and join the conversation by sharing your thoughts on how the wealth management industry will evolve in the AI Age. Eric Clarke Randy Lambert. Brian McLaughlin Jamie Hopkins Esq., LLM, CFP?, ChFC?, CLU?, RICP? Craig Iskowitz Brian Hamburger Greg Friedman. Tony Leal. Derek J. Bruton John Wernz. Dan Skiles. Sanjeev Kumar Oleg Tishkevich Kabir Sethi. Doug Lennick #AI #WealthManagement #FinancialServices #Innovation #Leadership #FutureOfFinance #DigitalTransformation #Fintech #ArtificialIntelligence #ClientExperience #FinancialAdvisors #IntegratedAdvice #EstatePlanning #TaxOptimization #FinancialPlanning #CashFlowManagement #ActiFi #BalanceSheetOptimization #RIA #WealthManagement
5th Excerpt from my upcoming book, "Artificial Intelligence in Wealth Management: A Leader’s Guide”. This is from Chapter 10
Spenser Segal，发布于领英
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Unlock your advisors' potential with SuccessPro? from ActiFi! ?? Our platform leverages benchmarking to provide actionable insights, helping you and your advisors enhance performance and drive growth. ?? Understand: Compare advisors to industry benchmarks, identifying strengths and areas for improvement. ??? Plan: Use insights to create actionable strategies, from leaderboards to targeted development programs. ?? Execute: Track progress with robust tools, ensuring strategies turn into results. Why Benchmark? - Empower advisors to make informed decisions - Identify areas of improvement - Strive to become best-in-class ?? Ready to see results? Contact us at [email protected]! #SuccessPro #AdvisorGrowth #WealthManagement #Benchmarking
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Accelerate your firm's growth with ActiFi's SuccessPro? Think of SuccessPro? as the ongoing business planning experience for advisors. It's a dynamic, continuous process built around our Understand, Plan, Execute framework: ? Understand: Capture advisor/stakeholder goals, capabilities, and constraints. ? Plan: Customize proven strategies to meet unique needs. ? Execute: Track progress and drive results with automated alerts and a clear action plan to ensure goals are met and strategies are executed. ?? Outcomes: - Optimal resource allocation - Goal alignment between advisors and firm KPIs Ready to elevate your firm? Let’s connect: [email protected] #FinancialAdvisors #BusinessGrowth #ActiFi #SuccessPro #WealthManagement
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?? Unlock Your Firm’s Potential with SuccessPro? ?? At ActiFi, we know that driving growth and retention starts with understanding where your advisors stand and aligning strategy with strengths. Our SuccessPro? platform simplifies this process into three powerful steps: 1?? Understand – Dive deep into advisor capabilities through quick assessments that reveal growth opportunities. 2?? Plan – Automatically highlight potential areas for improvement and create a customized roadmap to meet your goals. 3?? Execute – Leverage subject matter experts and resources to keep advisors on track and ensure success. ?? The result? Enhanced advisor engagement, improved growth, and increased retention. With SuccessPro?, you’re empowering your team to achieve their full potential. ?? Ready to see SuccessPro? in action? Let’s chat! Contact us at [email protected] or book your personalized demo today. #FinancialAdvisors #GrowthStrategy #WealthManagement #SuccessPro #BusinessSuccess #PracticeManagement
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?? Big News from ActiFi! ?? We're excited to support our CEO, Spenser Segal, and his upcoming book, "Artificial Intelligence in Wealth Management: A Leader's Guide." It explores how AI is revolutionizing our industry and how executives can leverage it to stay ahead. Stay tuned as we share excerpts and insights in the coming months. We'd love to hear from leaders in financial services—let's discuss how AI can shape the future of wealth management! #AI #WealthManagement #Leadership #FinancialServices #ActiFi #FutureOfFinance
?? Exciting News! ?? I’m thrilled to announce that my new book, "Artificial Intelligence in Wealth Management: A Leader’s Guide," is coming out next year! This book explores how AI is revolutionizing wealth management and what this means for the future, reflecting my journey in the financial services industry. The mission behind this book is to guide financial services executives through the AI revolution, helping them stay competitive, relevant, and focused on delivering unparalleled value to clients. In the upcoming months, I'll share excerpts and key concepts from the book here on LinkedIn. I believe the best ideas are shaped through dialogue. Your feedback on the topics will be invaluable as we explore maximizing human value through AI augmentation and redefining client value in our industry. Let’s start a conversation about the future of wealth management, the role of AI, and how we can all lead our firms into this exciting new era. Watch for my upcoming posts, and feel free to share your thoughts, questions, and ideas! #AI #WealthManagement #FinancialServices #Innovation #Leadership #ActiFi #FutureOfFinance