Marketing Director, E- Commerce
Advisys / Back Room Technology
Advisys www.advisys.com is a subscription based financial services (SAAS) technology company, and the only place you can find needs analysis, client education and compliance solutions in a single application. www.brtnow.com is the signature product. Advisys helps Financial Advisors with turnkey professional client presentations.Enterprise product echoWealth and retail product Back Room Technician platform technologies are used by top financial services companies and more than 45,000 financial services representatives (financial advisors, CFP's CPA's, CLU's, ChFC's, registered reps (RR) nationwide. Reporting to the CEO, responsibilities include lead generation and all marketing activities, managing inside sales group and salesforce.com CRM execution.Other Accomplishments (not listed above):• Grew retention business by 10% to a rate above 75% within the first 6 months.• Implemented sales training webinar process for customers and prospects averaging 750 reservations per.• Doubled warm prospecting database and created a 600,000+ cold database using Discovery Data.• Implemented salesforce.com CRM for better metrics reporting and accountability.• Implemented new phone system (Vocalocity) for improved quality and reporting.• Partnered with CEO in implementing Rockefeller Habits processes (how to increase the value of company).