Audit your sales support computer tools 

If your goal is to stay ahead of the competition using the most supportive, efficient
tools....we identify a comprehensive set of business needs by working with each user group.  We compare the results of our survey with the functionality of your current systems. We evaluate external systems options or develop specifications for a new system.  Projected volumes and competitor best practices are incorporated in all recommendations.

Services provided for:

Liberty Financial (formerly Colonial Funds)

Keystone/ Evergreen Funds

Scudder/ Kemper Investments

SunAmerica

Click here for more ways we can help!