 Gone are the days of researching and purchasing a separate CRM, print engine, etc. VSA Market Builder, the industry leader, delivers marketing communications, a web-based CRM and compliance assurance in one place to save you money and time, while building your business. VSA Market Builder’s smart marketing communications links directly with our CRM to deliver personally branded newsletters, e-newsletters, greeting cards and direct mail materials with a few mouse clicks. We brand “you” not products as the critical link to clients’ success. In just five minutes, differentiate from crowded advisor market by adding a business logo, photo and much more to your full-color, compelling newsletter. We also offer newsletters of the month, newsletters of the quarter, detailed action plans and 7- and 16-touch drip marketing campaigns to guide your contacts through the buying cycle. There’s no guess work involved! Click your choices and the system works the conversion pipeline for you.
VSA Market Builder’s software-free CRM automatically triggers contact for birthdays, anniversaries, annual reviews, seminars and much more! Our CRM makes target marketing easy! Within minutes, you can create contact groups based on demographic, geographic and personal interests. Then you can start drip marketing on them with our extensive library of FINRA-reviewed marketing content. While popular research suggests that over 80% of leads are discarded without contact, our CRM drives communication with them by generating Hot Prospects list each time you access your account. A recent survey suggested that most advisors spend most of their time managing their business rather than building them. Give the hassles and headaches of managing your business to us! Our system automatically emails your compliance officer your content and allows for comments and edits to be made online. Avoid task saturation! Streamline your schedule with VSA Market Builder’s real-time dashboard. Our dashboard allows you to assign, prioritize and track tasks online for yourself or officemates with a few mouse clicks. VSA Market Builder delivers answers at your fingertips! You get easy access to tools that help you differentiate from the competition and solidify your unique value proposition. You can’t be an expert on everything, but you can have an expert’s answer a click away! |