Latest Survey Shows Advisors Assistant® Users Highly Satisfied with CRM
Pismo Beach, CA, January 27, 2012 --(PR.com)-- Client Marketing Systems, Inc. (CMS) is proud to announce that more than 90% of respondents in a recent Satisfaction Survey gave a positive rating of its highly popular CRM - Advisors Assistant®. “We’re thrilled with the results,” says Shannon Dempsey, CMS Vice President of Sales. “Many of our clients tell us they are pleased with our CRM program and appreciate our helpful staff, however this latest survey really proves what we’ve worked so hard to achieve.”
The two main questions of the Satisfaction Survey conducted by Client Marketing Systems asked clients to rate the following about Advisors Assistant:
* Overall – rate your satisfaction with Advisors Assistant.
* How satisfied are you with the support provided by Advisors Assistant?
With hundreds of responses in just a few days, Advisors Assistant Users are 91% satisfied overall with Advisors Assistant and 92% satisfied with the Advisors Assistant Support. In a separate survey conducted by Citrix after every remote session, Advisors Assistant Support has a 96.7% positive rating.
Since Advisors Assistant’s 27 years of development is based mainly on user requests, the satisfaction survey also asked for input on three other main questions:
* What other programs would you like Advisors Assistant to integrate with?
* Which major feature would you like the CRM to add in 2012?, and
* Would you like to share any other comments about the program?
Participants of this part of the survey had some great comments about Advisors Assistant:
A California user since 1991 stated: “After many years of using the system and recommending it to many of my colleagues I still believe it is the best system on the street for financial advisors. You do a Fantastic job.”
An Indiana user since 1993 commented: “We started using Advisors Assistant many years ago and absolutely love it! It has become part of our daily routine and without it, we would be adding hours of work time pulling files and sorting through papers.”
A user from Michigan since 2003 said: “Overall, I cannot imagine how we would run our office without such a valuable tool. Thanks for the continued improvements and advancements.”
An Advisors Assistant client from Wisconsin using the program since 2007 wrote: “I always enjoy asking for help from Advisors Assistant. Everybody is really helpful and seems sincere.....it makes trouble shooting calls pleasant (when does that happen? :)).”; and
A Florida user since 1995 said it succinctly: “Just awesome!!!!!”
Client Marketing System’s Dempsey also emphasizes how this survey helps them meet the needs of their clients. “We’ve always valued the input of our users and have upgraded the program for them," says Dempsey. “This survey is an example of how we get that information and measures how well we’re meeting the needs of our clients.”
Media members of the Financial Planning and Insurance industries are encouraged to visit the Advisors Assistant booth at the TD Ameritrade National Conference February 1 – 4, 2012 in Orlando, Florida (Booth #124) or the T3 Conference February 16 - 18, 2012 in Dallas, Texas (Booth #507.) Members of the press will quickly see why Advisors Assistant is rated so highly by its users. CMS Vice President of Sales, Shannon Dempsey will be demonstrating the CRM in person. To make an appointment for a demonstration or to learn more about Advisors Assistant and its latest Satisfaction Survey, contact Shannon Dempsey at 800-799-4267, 805-773-7981 or by email: Shannon@Climark.com.
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About Client Marketing Systems, Inc.
Client Marketing Systems, Inc. has provided software for the financial services industry for nearly 27 years. Advisors Assistant® is a powerful yet easy to use Client Management System which combines CRM with optional Portfolio Management and Insurance Management modules. Advisors Assistant® has been upgraded over the years by listening to and incorporating its users’ suggestions. The goal of Client Marketing Systems, Inc. is to provide financial advisors with a client management program which will increase their sales as well as help run their offices more efficiently. More information is available at the company website at www.AdvisorsAssistant.com or by phone 800-799-4267 | 805-773-7981. Also on Twitter: @AdvisorsAssist.
The two main questions of the Satisfaction Survey conducted by Client Marketing Systems asked clients to rate the following about Advisors Assistant:
* Overall – rate your satisfaction with Advisors Assistant.
* How satisfied are you with the support provided by Advisors Assistant?
With hundreds of responses in just a few days, Advisors Assistant Users are 91% satisfied overall with Advisors Assistant and 92% satisfied with the Advisors Assistant Support. In a separate survey conducted by Citrix after every remote session, Advisors Assistant Support has a 96.7% positive rating.
Since Advisors Assistant’s 27 years of development is based mainly on user requests, the satisfaction survey also asked for input on three other main questions:
* What other programs would you like Advisors Assistant to integrate with?
* Which major feature would you like the CRM to add in 2012?, and
* Would you like to share any other comments about the program?
Participants of this part of the survey had some great comments about Advisors Assistant:
A California user since 1991 stated: “After many years of using the system and recommending it to many of my colleagues I still believe it is the best system on the street for financial advisors. You do a Fantastic job.”
An Indiana user since 1993 commented: “We started using Advisors Assistant many years ago and absolutely love it! It has become part of our daily routine and without it, we would be adding hours of work time pulling files and sorting through papers.”
A user from Michigan since 2003 said: “Overall, I cannot imagine how we would run our office without such a valuable tool. Thanks for the continued improvements and advancements.”
An Advisors Assistant client from Wisconsin using the program since 2007 wrote: “I always enjoy asking for help from Advisors Assistant. Everybody is really helpful and seems sincere.....it makes trouble shooting calls pleasant (when does that happen? :)).”; and
A Florida user since 1995 said it succinctly: “Just awesome!!!!!”
Client Marketing System’s Dempsey also emphasizes how this survey helps them meet the needs of their clients. “We’ve always valued the input of our users and have upgraded the program for them," says Dempsey. “This survey is an example of how we get that information and measures how well we’re meeting the needs of our clients.”
Media members of the Financial Planning and Insurance industries are encouraged to visit the Advisors Assistant booth at the TD Ameritrade National Conference February 1 – 4, 2012 in Orlando, Florida (Booth #124) or the T3 Conference February 16 - 18, 2012 in Dallas, Texas (Booth #507.) Members of the press will quickly see why Advisors Assistant is rated so highly by its users. CMS Vice President of Sales, Shannon Dempsey will be demonstrating the CRM in person. To make an appointment for a demonstration or to learn more about Advisors Assistant and its latest Satisfaction Survey, contact Shannon Dempsey at 800-799-4267, 805-773-7981 or by email: Shannon@Climark.com.
###
About Client Marketing Systems, Inc.
Client Marketing Systems, Inc. has provided software for the financial services industry for nearly 27 years. Advisors Assistant® is a powerful yet easy to use Client Management System which combines CRM with optional Portfolio Management and Insurance Management modules. Advisors Assistant® has been upgraded over the years by listening to and incorporating its users’ suggestions. The goal of Client Marketing Systems, Inc. is to provide financial advisors with a client management program which will increase their sales as well as help run their offices more efficiently. More information is available at the company website at www.AdvisorsAssistant.com or by phone 800-799-4267 | 805-773-7981. Also on Twitter: @AdvisorsAssist.
Contact
Client Marketing Systems
Shannon Dempsey
(805) 773-7981
www.AdvisorsAssistant.com
Carol Dempsey: Carol@Climark.com
Shannon Dempsey
(805) 773-7981
www.AdvisorsAssistant.com
Carol Dempsey: Carol@Climark.com
Contact
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