April 2011

Ticoon Advisor Desktop 4.8 introduces a new Campaign Management module

Financial institutions, insurance companies, credit unions, dealers, MGAs, branches and advisors can leverage the Ticoon platform to run and manage sales campaigns.  Product based, needs based and service based campaigns complete with branded sales & marketing materials, pipeline management and multi-level campaign reporting support a multitude of sales and marketing programs.

  • Pre-defined campaign templates
  • Pre-defined search, target lists
  • Workflow to drive opportunities through the sales pipeline
  • Task & activity assignment (internal & 3rd party referral)
  • Management and sales pipeline reporting
  • Integrated forms and applications
  • Integration with third party sales and analysis tools (financial planning, insurance illustration, mortgage analysis, portfolio analysis tools)
  • Integration with new business systems (online applications forms, online account open, online trade execution)

To learn more: contact us at infoatticoondotcom or request a demo.

Ticoon’s Corporate Desktop 4.8 supports management reporting, sales pipeline reporting and provides access to business intelligence from across the enterprise

Financial institutions, insurance companies, credit unions, dealers and MGAs will have access to Ticoon’s new Corporate Desktop solution to better manage their distribution businesses, drive sales campaigns, understand their business metrics and deliver the absolute highest level of customer satisfaction.

  • Management reporting
  • Advanced search across the entire enterprise, all business & product lines, all investments, insurance and banking products, all advisors, clients, messages and documents.Sales pipeline reporting
  • Campaign creation and distribution
  • Document distribution to advisors or groups of advisors
  • Secure messaging
  • Broadcast messaging
  • Task & activity management

To learn more: contact us at infoatticoondotcom or request a demo.

highslide wordpress