EISI Launches New Lead Generation Tool for Profiles
New Retirement Consumer Facing Application (CFA) to help generate qualified leads for advisors
Winnipeg, MB, Canada, January 12, 2011 — Emerging Information Systems Inc. (EISI), developer of NaviPlan and ProfilesTM financial planning software, today announced the launch of a new Retirement Consumer Facing Application (CFA) for Profiles Professional. The Retirement CFA enables prospects to perform simple self-directed retirement assessment on an advisor’s unique, personalized lead generation website. Using a series of questions and interactive slider bars, prospects quickly see projections for their current situation, can explore alternative strategies, and can print a report. When done, they are encouraged to contact the advisor for an appointment. The prospect’s contact and basic financial information is sent to the advisor as an email alert and an alert in the Profiles Professional Web application.
“The Retirement CFA brings together many positive components for advisors. It’s a self-service retirement calculator with What-if capability that helps to engage and inform prospects, a personal website that allows an advisor to increase their online presence, and a qualified lead generator that’s connected to their planning application,” said Dr. Mark Evans, President and CEO of EISI. “Advisors can also be confident knowing that the calculations prospects see on their Retirement CFA website are consistent with the calculations in the plans they will ultimately create using Profiles Professional. No other calculator on the market today offers that consistency of results and integrated experience.”
Retirement CFA available for individual advisors and financial firms
The Retirement CFA is available for individual advisors and financial firms. Individual advisors can differentiate their unique Retirement CFA website with color and theme choices, their own text, their contact information, and a photo or logo. Lead information is sent to the advisor’s email address and automatically populates their Profiles Professional Alerts page allowing them to start working with the prospect’s data, including the value of their assets and their What-if results, with no additional data entry by the advisor.
Smaller firms, with multiple Profiles Professional licenses, right up to large financial institutions can place the unique URL on their company website and add EISI’s Lead Management Tool that allows them, from a centralized location, to evaluate, distribute and monitor leads as they move through the system. Once an advisor accepts a lead that has been assigned to them by the firm’s lead administrator, data is seamlessly passed to the advisor’s Profiles Professional application.
Helping advisors increase their online presence
The Retirement CFA can be used in a variety of ways to help generate leads. Advisors can easily invite prospects to visit their Retirement CFA by promoting their unique URL on their website, business card, electronic newsletter or blog, by email, webcasts or podcasts, advertising, via referral partners, or through social media sites such as Facebook, Twitter and LinkedIn.
“There is unlimited application potential with the Retirement CFA,” said Nancy K. Rhew, CFP, Kings Road Financial. “My best referral sources are my existing clients and I envision it will be an easy link they can provide to friends, family, and co-workers to encourage an introduction to my services. I especially appreciate that the tool incorporates the prospect’s data directly into Profiles Professional allowing me to work with their data as soon as I receive the new lead alert.”
Fred Vaught, ChFC, CLU, Capital Resource Management adds, “Moving clients along the continuum from discovery to implementation is at best difficult for both the client and advisor. The Retirement CFA will shorten that process as the prospects will begin the discovery process on their own and qualify themselves to engage with me. I am excited about the application helping to drive traffic to my website.”
Pricing and availability
The Retirement CFA will be available as an option to a Profiles Professional OnDemand Web license as of January 18, 2011. EISI is offering introductory pricing through March 31, 2011 for individual advisors as follows:
| 1-year License | LIMITED TIME OFFER to March 31, 2011 |
After March 31, 2011 |
|---|---|---|
| Retirement CFA | $295 | $395 |
| Retirement CFA plus Presentation Module[1] | $390 | $450 |
*Optional Presentation Module released in November 2010
About EISI
EISI, developer of NaviPlan and Profiles software, offers the broadest selection of needs-assessment and financial planning tools in North America. Industry-leading software, combined with incomparable service and unrivaled scale, makes EISI the technology partner of choice for more than 250,000 financial professionals. Learn more at www.eisi.com.
More in the Release Overviews:
Retirement CFA for individual advisors
Retirement CFA for corporate customers
To arrange an online demonstration, contact:
Amber Ostermann
Marketing Manager
Emerging Information Systems Inc. (EISI)
888.692.3474, ext. 3122
amber.ostermann@eisi.com