MINNEAPOLIS, April 1, 2016 /PRNewswire/ -- ActiFi, a leading provider of software and consulting solutions to the financial services industry, announced that Waddell & Reed, Inc. has rolled-out two of three modules in its SuccessPro software suite to 1,800 advisors nationwide.
The modules are Metrics, for powerful sales planning and tracking and benchmarking capabilities, and Roadmap, for advisor coaching and content delivery to help advisors stay on-target to achieve goals.
"SuccessPro was rolled-out on a firm-wide basis in November after a pilot program validated the expected business benefits the prior year," said Tate Kerst, Executive Director of Practice Development at Waddell & Reed, Inc. "After carefully considering a number of options, we determined that SuccessPro delivered the greatest ROI to drive advisor retention, growth and recruiting. It's a differentiator for us that delivers tangible results."
Joe Godfrey, Managing Principal at Waddell & Reed, Inc., further explains "SuccessPro is leveraged by field leadership to provide effective and targeted support to help advisors achieve growth – through both new clients and existing clients, as well as improve service and retention rates. We also plan to incorporate the tool to help advisors better understand opportunities in product and technology flexibility. The software allows us to get to the heart of what needs to be done, tracks results, and provide leadership with consistent and scalable coaching content to help advisors' drive success."
Spenser Segal, Founder and CEO of ActiFi, notes that "Margin compression, market volatility, regulatory changes and fierce competition for experienced advisors heightens the need for enterprises to be more efficient and effective from a sales planning and tracking, benchmarking, and coaching perspective in order to drive successful outcomes. As a result, the SuccessPro suite is emerging as the de facto standard for enterprises that require a consistent and scalable way to help ensure growth goals are realized."
About Waddell & Reed
Founded in 1937, Waddell & Reed, Inc. is one of the oldest financial planning firms in the U.S., providing total planning services to clients throughout the United States through its network of more than 1,800 financial advisors. It is a subsidiary of Waddell & Reed Financial, Inc., which had firmwide assets under management of approximately $104 billion at Dec. 31, 2015.
ActiFi is a leading provider of software and consulting solutions to the financial services industry. Since 2003, ActiFi has worked with leading wirehouses, broker-dealers, IBDs, RIAs, custodians, TAMPs and banks to help them, and the advisors they serve, build more successful businesses. ActiFi specializes in helping enterprises grow, increase advisor retention, enhance client satisfaction and select, deploy and drive the adoption of advisor-facing technology. ActiFi products are currently available to over 40,000 advisors across North America.
Media Contact: Spenser Segal, 763-550-0222, Email
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