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Broker-Dealers: |
We listened.
Face to face, by phone, and via email, 126 national interviews with financial and insurance professionals over nine months.
We listened.
What just happened, what is happening, and what needs to happen.
We listened.
We are ready to help. Help save time, save money and help speed up the process. |
Broker-Dealers Services:
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Take a look at the services below and our unique solutions for helping you increase saving and increase revenue. Then view our portfolio to learn about real companies we have worked with and see the real results. |
• Design
Efficient design for user-friendly forms, custom and compliant presentations, email and direct mail communications that generate immediate phone calls and appointments.
- 100% within branding guidelines
- 85% increase in efficiency
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• Marketing Support
You know what you want—we know how to make it happen. We support Broker-Dealers by providing tools which allow brokers more time in the field with clients and prospects who matter most. Many steps need to happen seamlessly, and compliantly. Pohaku's Marketing Support Team has solutions available when you need them. . .
- 89% agent/broker participation
- 60,000 Micro Sites built/launched in 3 days
- $9,000,000 in new product sales
- How?
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• Recruiting
With the average agent/broker being 58, recruiting new brokers, creating succession plans and opening new territories in new segments becomes key to growing your Broker-Dealer.
- Multicultural recruiting
- Branding & Marketing Materials for Recruitment
- Multi-touch campaigns for identifying, developing and tracking potential recruits
- How?
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• Sales Support
Increase your sales force's time in the field with customers and prospects by off-loading office responsibilities.
- 35% increase in appointments
- 2600 hours saved
- How?
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• Web Application Development
Make it easy to generate sales. Create a fresh, professional website that will increase sales leads. Control costs and increase efficiency by creating new applications.
- 50% increase in website hits
- 75% savings in administration through online service
- How?
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