"We were very pleased with the Active Retention process and their technology made our jobs much easier. Although we have done surveys in the past, we were in a much better position to respond and act upon the results with Active Retention's Client Service Review Solution."
Patty Fontneau
Chief Administrative Officer, IMA Financial
Chief Administrative Officer, IMA Financial
Technology
Active Review, Active Email, Active Admin
Active Review Dashboard:
The Active Review Dashboard allows executives quick and easy access to strategic information across your whole firm with the ability to drill down into the lowest level of a client's details from any macro view. MyReviewsTM allows sales and service people to see "only" their client data in their personalized dashboard.
Active Email:
Detailed results are reviewed by our analysts and pushed to the responsible team members and managers within 24 hours right into their email inbox - all they need to do is click on a link and all of a client's analysis for loyalty, cross selling opportunity and referral/introduction opportunity are available with detail action plans for the team to save risk clients and secure sales where competitors are falling down. Our clients' sales and service staff call it their "Crystal Ball."
Active Admin:
Simple yet sophisticated administration and rights management system.
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2004- Active Retention LLC. All rights reserved.
141 Newburyport Turnpike, Suite 102, Rowley, MA 01969 | 978.815.6123
141 Newburyport Turnpike, Suite 102, Rowley, MA 01969 | 978.815.6123