J.W. Cole provides a comprehensive and integrated technology
suite through its custom Investment Professional web portal, JWConnect™.
Single
Sign-On
No more struggling to remember multiple log-ins and
passwords!Through the JWConnect™ portal you will have one unique login and password that will
connect you to the software, technologies, and tools necessary to efficiently
serve your customers and manage your operations.Access to client accounts, trading platforms,
research, service tracking, document imaging, auto-form completion plus much
more is one click away and easy to use, so you can stay focused on servicing
your clients.
Customer
Relationship Management (CRM) Technology
Fully
integrated into JWConnect™ is a
comprehensive Customer Relationship Management tool that is built specifically
for J.W. Cole Investment Professionals. You will be able to securely store customer
information, meeting notes, emails, and schedules, as well as grow your
business through mail and email campaigns that can easily be managed through
this powerful and unique tool.J.W. Cole has also integrated the JWConnect™ CRM with LASER APP SOFTWARE
to allow for stream-lined auto-completion of J.W. Cole, NFS and Product Company
applications and forms.
The JWConnect™ CRM
is incorporated into the portal and provides key information in an orderly and
user-friendly method that allows for a snapshot of your days activities
immediately upon entering. The system
is multi-user and accommodates the sharing of calendars and other critical
information to keep teams functioning to their maximum capacity.
Practice
Management
Amongst many other features inside JWConnect™ you will have access to an enormous amount of
Practice Management tools designed to help you build your financial services
practice.
Among them you will find the following:
J.W. Cole Message Board
Technology Overview & Discounts
Office Resource Discounts
I.T. Resources & Discounts
Marketing Ideas including Pre-Approved Advertisements &
Seminars
