Brand Intelligence
Advisor Activity Scoring
Know in real-time which advisors are Passive, Active or Superstar Sellers for you after the training is complete! New for 2023!
Simple, Actionable Dashboard
Easy-to-monitor visuals, quick sorts and exports allow your team to more efficiently manage and drive database growth.
Automated Reminders & Nudges
Friendly reminder emails for training progress and completion, as well post-grad revisits and sharing with clients.
UNLOCKING DATA THAT MATTERS
Actionable intelligence
Using a combination of 25+ advisor profile data points, we apply behavioral activity analytics across the programs to help clients both understand the overall health of the program and identify and nurture those advisors who exhibit desired traits whether training, selling, or both. Our latest advancement is a Sales Activity Ranking that considers training as well as revisits, sharing, time spent, and other variables to identify how active an individual seller is organically within your world.
DATA THAT DRIVES RESULTS
Data Analytics
A dashboard with bold visualization of key performance indicators tracks courseware progress, certifications, and badging. Additionally, it tracks sales activities such as content revisits, media and collateral shares, sales activity ranking, and more, allowing clients to analyze quickly and make data-driven decisions that drive success.
KEEP YOUR BEST FOOT FORWARD
content management
Our proprietary CMS is powerful, yet simple enough for anyone to use. It handles real-time updates for all training and sales enablement content. Copy, videos, images, collateral, it can be updated and swapped out instantly with the industry’s only real-time CMS, ensuring timeliness, accuracy, and becoming the trusted resource for advisors.
DON’T LEAVE SUCCESS TO CHANCE
Active Campaigns
Automated behavioral monitoring and messaging to the individual advisor to help them onboard, register, graduate, earn badges, rewards, and even spur client sales activity. A game changer that personalizes the user experience and drives higher success metrics and long-term engagement and usage.
DESTINATION PARTNERS
We Work With The Best
Our reputation for award-winning content and technology solutions is not just well-established, it’s unparalleled in the industry. It’s why we have a 90% client retention rate with the leading travel and destination brands.
TESTIMONIALS
Hear From Our Clients
ACTIVATE MORE B2B SALES
Schedule Your demo
If you’re ready to centralize your training resources and incorporate a comprehensive sales strategy, contact us today.