michael.pendergrass
Acronym
Pulse360
Product ID
Pulse360
Description

Helping advisors automate & streamline meeting prep and follow-ups.

Images
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Pulse360_1
Details
  • Dump the hodge-podge, duct-taped tech/process to manage your meetings. Automate and streamline it with software created for you specifically.
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Pulse360_2
Details
  • Stop wasting your money on marketing if you do not have a way to wow your prospects. Be different - send a highly customized agenda in 2 minutes. It shows you are a professional.
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Pulse360_3
Details
  • Let your clients know the value your provide by sending an annual summary. Takes less than 20 seconds to run.
Features

Helping advisors automate & streamline meeting prep and follow-ups:

  • Better meeting prep - wow your prospects & clients
  • Streamline your client follow-ups
  • No more double work – tasks & workflows triggered
     
Vendors
Pulse360
Management Style
Discount - Yes
Schwab Products
SIT Provider
Section
Other
Practice Management
Ad Hoc Tags
DoubleClick Tags

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