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Clear Financial Selects Applied WealthTrack to Digitize Operations

23 March 2020

Award-winning advisory firm to provide a digital experience for staff and customers

Dublin, IE – 24 March 2020 Applied Systems today announced that Clear Financial has selected Applied WealthTrack to digitally transform their business operations and customer experience. Using Applied WealthTrack, Clear Financial will enhance customer relationships through accurate fact finds and CRM. The advisory firm will also streamline eSignature processes utilising the DocuSign integration, enabling a faster and more streamlined document completion process.

“We decided to switch to Applied WealthTrack as it enables us to eliminate paper while providing advanced CRM capabilities such as client segmentation and interactive marketing campaigns,” said Ciaran Shanley, sales director, Clear Financial. “Applied WeathTrack will enable our business to increase efficiency, saving staff at least 4 hours each week and allowing us to focus more on revenue-generating activities.”

Applied WealthTrack is a suite of business management products to support financial professionals that provides complete visibility and control over sales, clients, staff productivity and fees so focus can be given to clients for lead generation and sales tracking. Using a client-centred process, Applied WealthTrack enhances client and document management. Simplified compliance tracking also ensures that regulatory requirements are met, and client relationships can be enhanced through electronic signatures.

“Digital is transforming industries and the most competitive business are using technology to automate business operations and deliver a premier customer experience,” said Andy Fairchild, chief executive officer, Applied Systems Europe. “Using Applied WealthTrack, Clear Financial will increase operational efficiency and customer service, enabling more customer satisfaction, retention, and ultimately, business profitability.”

 

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About Applied Systems
Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Recognised as a pioneer in insurance automation and the innovation leader, Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, the Republic of Ireland, and the United Kingdom. By automating the insurance lifecycle, Applied’s people and products enable millions of people around the world to safeguard and protect what matters most.

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