Financial Advisors Revolutionary Telemarketer

This product is for Financial Advisors who engage frequently or specialise primarily in client outreach.

Features

Our product:

• Allows advisors to keep track of who they have and have not contacted recently

• Sorts clients based on various categories and allow advisors to filter by these categories

• Automates the process of sending an automatic reminder to the advisor if a client has not been contacted in a while

• For the detailed documentation of this project, please see the F.A.R.T. Product Website.

Credits

This project is based on the AddressBook-Level3 project created by the SE-EDU initiative.