SLM Holdings’ Customer Relationship Management Solution Sold To Top-Rated Financial Advisor at Wachovia Securities
Act For Financial Professionals (AFFP) Robust, Customizable, & Easy to Use
WOODBURY, N.Y.--SLM Holdings, Inc. (OTCBB: SMHI, http://www.Slmbiz.com), a financial software company that specializes in developing products and services designed to optimize the sales process and enhance client support for securities brokers and financial advisors, has installed “Act For Financial Professionals” (AFFP) for thirteen users at Wachovia Securities.
Wachovia financial advisor Kurt Sylvia, who recently received recognition by Barron’s as one of the Top 100 financial advisors in the U.S., has implemented AFFP on his desktop and the desktops of his twelve-member team.
AFFP is currently installed on over seventeen thousand desktops at many of the top financial institutions nationwide. This software is targeted at financial professionals and organizations that desire to incorporate niche-specific prospect and client management tools into their businesses.
“Throughout my career I have used many systems to manage my clients’ data,” said Mr. Sylvia. “After being introduced to SLM’s solution that utilizes ACT! For Financial Professionals (AFFP), we decided to employ the system for my entire team because it is robust, customizable, easy to use, and allows for better accountability. I especially appreciated the turnkey nature of the transition: over ten years’ worth of data was moved from a different system to the new system, and we were ready to use the new system the next day without skipping a heartbeat.”
“We believe Mr. Silva’s endorsement underscores the usefulness of our product in today’s market environment, and illustrates the ability to transition simply from older versions to the newer AFFP versions,” said Jason Bishara, Executive Chairman of SLM Holdings, Inc. “It is crucial to know your clients and know the details of their investment portfolio.”
“We are excited that such a well-seasoned financial advisor as Mr. Sylvia has selected our product,” said Jon Finkelstein, Chief Operating Officer of SLM Holdings, Inc. “We believe AFFP will be a great tool for him and his team as they service their current and future clientele.”
About SLM Holdings, Inc.
SLM Holdings, Inc. (OTCBB: SMHI, www.slmbiz.com), is a software company that specializes in Customer Relationship Management (CRM) through development of products and technologies designed to assist businesses in the financial services industry, such as wealth managers and financial advisors who rely on sales to retail customers. SLM’s products and services are available through web-based (Software as a Service “SaaS”) and desktop software solutions. The products and services that are offered are intended to lower financial professional’s costs and increase productivity by optimizing data and time management, as well as provide industry compliance tools such as Federal Do Not Call List (DNC) and internal DNC list compliance. Recently, SLM joined forces with VerticalFalls Software Inc., a Mid-Atlantic producer and distributor of desktop-based software and acquired certain assets of the Company. VerticalFalls’ primary offering is turnkey solutions for contact and business management. SLM has installed solutions on over seventeen thousand desktops including users at Wachovia, UBS, Primerica, Smith Barney, Merrill Lynch, SunTrust, and others. Other products being offered include Gazoota.com, a social networking tool and an online database of high-net worth leads for Financial Professionals, as well as the proprietary web-based “Broker’s e-Vantage” system (TBeV), which SLM licenses out on a monthly per-user basis. TBeV software is designed to be easily customizable and to serve the needs of sales professionals in many industries.
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