iNation Offers Free Practice Management Tool to All Financial Advisors Impacted by Recent Natural Disasters
Innovative, Web-Based Product Enables Advisors Who Lost Homes and Offices To Get Their Businesses Up and Running Faster
Scottsdale, AZ - November 10, 2005
In the wake of the recent natural disasters that have impacted the homes and businesses of financial advisors in many states, iNation is offering free access to its state-of-the-art customer relationship management (CRM) tool to help these advisors re-establish communications with clients and rebuild their books of business.
NationBuilder™ is a simple web-based application that automates daily tasks and important business communications. Advisors who have lost their offices, experienced a disruption in their business or corruption of client information can quickly import their existing client data and continue serving their clients from alternate locations.
"When we saw the number of towns decimated by these extreme weather conditions, we immediately recognized that the NationBuilder product might be able to help advisors in these areas quickly re-establish some of their capabilities," said Gary Bennett, president of iNation. "Since the product is web-based, we can train them quickly and help them start advising their clients from various temporary work and home locations."
Using a dedicated secure log-on over the Internet, advisors can manage multiple daily processes and perform a variety of tasks, including:
- email with protected history;
- template-driven and customized marketing campaigns;
- a Global Address Book with import/export features;
- flexible scheduling calendar;
- real-time tasks and events; and
- comprehensive reporting.
With NationBuilder, advisors maintain a complete history of their client communications - the system archives and backs-up every piece of data in the application. So whether the information is accidentally deleted or lost in a disaster, it's never really removed from NationBuilder..
iNation's NationBuilder product is the first web-based CRM platform of its kind and was launched earlier this year after the company's management team identified a critical need for a simple and economical alternative to traditional CRM applications. It is designed specifically for financial advisors and other sales professionals based on three years of research, development and testing by leading financial advisors and broker-dealers nationwide.
Bennett said that advisors using a web-based CRM application will be at an advantage if a natural disaster interrupts normal business activities and destroys data stored locally on computer hard drives. NationBuilder provides built-in data recovery and retention, which is especially important for business continuity and compliance purposes.
"It is obvious that the recent weather-related disasters have impacted many lives," Bennett said. "It is our intention to help these folks return to some state of business normalcy by helping them with some of their daily processes and communications."
iNation is currently in the process of reaching out to broker-dealers nationwide to offer a free one-year subscription to NationBuilder to any of their advisors impacted by these events. After the first year, advisors can choose to continue using the innovative system for the standard cost of only $95 a month. Anyone interested in learning more about this opportunity should email sales@ination.com or call 800-874-6516.
About iNation
iNation is the developer of NationBuilder, a state-of-the-art customer relationship management (CRM) tool that utilizes web-based technology to focus solely on the client and the customer. This robust, powerful solution is designed to help its users boost productivity and increase revenues. Built-in features can help decrease overhead costs; ensure adherence to compliance requirements, and increase privacy and security. iNation is privately held and is headquartered in Scottsdale, Arizona. For more information, please visit www.ination.com.
Contact:
Kraig Kittel
Account Executive
(480) 612-6556