The RWF solution helps you get more out of each of your existing relationships.
Financial Management Tools
The RWF systems tools get your customers more involved with their finances. Unlike many systems, your customers can save their information and save their progress. When your customers know where they stand, it makes your job easier. Start offering your customers a financial plan, budgeting software, credit-card snowball, net-worth statement, customized to-do lists, and so much more. Now your talking about some qualified leads.
Lead Incubation System
Allow your customers to stay in touch with your financial institution. By giving your customers a space to work on their finances you will stay in front of them and will be right there when they fill their needs. Position your products and services passively in front of your customers. Let them tell you when they are ready!
Customer Profile Reporting
Wouldn’t it be great to know which one of your customers needs to increase their savings? The reporting in the RWF System will allow you to segments your customers based on their needs. Effectively position your products or services to qualified, motivated and educated customers. Send out targeted email campaigns to your customers. Click the PDF logo to download a sample report!
Custom Integration
The RWF system will flow seamlessly with in your website. The branding and color scheme match your branding. More importantly, the system will integrate with your work flow. Effectively deliver information to your sales staff making them more efficient. Integrate with your products and services to coincide with your marketing efforts.