ActiFi

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 dont fully experience the organizations 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...

Financial services strategy,process,people,technology,planning,process,workflow,sales training,marketing,and practice management

Actifi operates in the Financial services industry.

Actifi's revenue is 1m - 10m

Actifi has 11 - 50 employees.