ActiFi is a software and solutions company that enables financial institutions and their advisors to provide world-class, integrated advice more effectively and profitably. Financial services firms are spending millions of dollars and countless hours to grow, retain, and attract advisors. But they lack transparency into the quality, consistency and quantity of leader interactions with advisors. Organizational programs and initiatives are not as effective as they could be and advisors don’t fully experience the organization’s value proposition.
Our technology solves these issues in a scalable, measurable, and integrated manner. With ActiFi SuccessPro you are able to:
Engage your advisors. Understand your advisors’ individual perceptions of your value proposition, create plans to improve them, and execute the plans - with scale.
Empower your leaders. Create consistency and scale with the delivery of high-quality data-driven one-on-one meetings across your organization – with transparency.
Elevate your endeavors. Align your programs and initiatives to the strategic goals of the organization and drive greater levels of adoption and use - with measurable results.
Company Details
- Employees
- 26
- Founded
- -
- Address
- 600 Highway 169 S,
- Phone
- 763-550-0223
- in****@****ifi.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- actifi.com
- Keywords
- financial services strategy, process, people, technology, planning, process, workflow, sales training, marketing, practice management.
- HQ
- Minneapolis, Minnesota
Actifi Questions
Actifi's helpline number is 763-550-0223
Actifi's website is actifi.com
Actifi's LinkedIn profile is https://www.linkedin.com/company/actifi
Actifi has
26 employees.
View email and phone details for 26
employees at Actifi.
Actifi's industry is
Financial Services
Actifi's top competitors are
Lpl Financial,
Stratasys,
Skience,
Actifai,
Mariner,
Life Time Inc.,
Laurent Coiffure,
Soft Launching,
Neckcare,
Redtail Technology.
Actifi's support email address is info@actifi.com
Actifi's categories are Financial Services
Actifi's founding year is 2003
