Forefield Institutional Solutions
Reporting

Advisor login and activity reports
No department appreciates usage reports more than sales. Your institution will take comfort in knowing exactly when your advisors are logging in, the topics they’re searching on, and which resources they’re sending to clients.

Client Email Read Data
Most importantly, you and your advisor will be able to monitor client read data. You’ll know which of your resources are being read most frequently. And your advisors will know which clients they should follow-up with.

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    Does Your Marketing Meet Client and Prospect Expectations? Generally, financial advisors have two types of marketing resources available to them, inbound marketing and outbound marketing. Often times one will complement the other. Examples of inbound marketing resources are your business website and social media channel presence, where clients and prospects are prompted to visit you. […]

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