Activate Your Success
We are the industry leader in driving higher organic growth, higher retention, and greater platform adoption within the financial services industry.
Reach Maximum Potential
Engage Your
Advisors
Empower Your Leaders
Elevate Your Endeavors
Succeed with SuccessPro™
Your organization’s success is directly linked to your advisors’ success. SuccessPro enables your financial advisor engagement strategy, providing assessments, generating relevant opportunities, goal tracking, meeting templates and resources for employees to use with advisors, and a central hub with personalized action items and critical data on progress.
Enterprise Edition
For those looking for a dynamic software solution and full consulting support, the Enterprise Edition gives you that extra level of specialized attention and customization.
- Best for mid-size to large organizations
- Customizable
- Includes consulting support
Professional Edition
For those looking for an off-the-shelf, cost-efficient software solution, the Professional Edition of SuccessPro offers everything you need.
- Best for small to mid-size organizations
- Content built by a team with over 100 years of combined experience
- Minimal set up required
Drive Results for All
Implementing SuccessPro has benefits to everyone within the organization as well as your advisors. Find your role and click or tap through to see exactly how SuccessPro can help you reach your objectives.
Capture performance against your critical key performance indicators and receive predictive leading indicators
Impactful reporting showing how SuccessPro is helping drive results
Receive coaching from ActiFi’s team of experts
See the impact your team is having on important key performance indicators
Deliver consistent home office engagement process with advisors
Deliver high quality programs to groups of advisors in a scaleable and measurable way
Effectively assess advisors’ needs and opportunities and create roadmaps for accountability
Hold effective meetings with advisors with interactive meeting dashboards and agendas
Receive a digitized coaching platform to enhance engagement model
Gain insight into your business needs and opportunities
Maximize the value you get from the tools and resources provided by your financial institution
Create roadmaps to track progress plus receive benchmark data to increase the probability of achieving your goals
Achieve Your Goals
With just a few details from you, we can match you with the SuccessPro solution best suited to your organization’s needs.
Take our short quiz and discover how we can help you achieve scalable growth.
Understand. Plan. Execute.
It all starts with an assessment. Choose from a library of strategically created assessments so you can meet your advisors where they are at.
The assessment results will give you a full picture of each advisor’s readiness, based on measured will, skill, and capacity.
Looking at the results, advisors can identify the opportunities and then set goals and targets they want to pursue.
Accountability is built right into the platform. Once goals are chosen, personalized roadmaps with action items and checkpoints will populate right in the user’s dashboard.
Meeting prep is automatic. SuccessPro creates meeting agendas for you based on goals and targets that have been set. Plus each meeting template includes space for notes that the platform translates into assigned action items.
Transparent, measurable, real-time reporting allows users to not only track their progress but easily report it to leadership at any point.
Once platform adoption is widespread through the organization, there’s no limit on the opportunities that will come to light. You now have a centralized, scalable way to execute endeavors that align with your organization’s overall goals.
Meet the ActiFi Team
At ActiFi, our people have deep roots in the financial services and wealth management industries. We have built our careers in this industry, making us uniquely and exclusively equipped to bring knowledgeable, practical solutions that enable you to achieve your goals.
Spenser Segal has more than 20 years of experience in the financial services industry, including Vice President of e-Commerce Strategy and Development for American Express Financial Advisors (AEFA). He also held management positions at Dain Rauscher, Barrington Capital Management, and BigCharts. Spenser ran a successful financial planning and money management practice as a Certified Financial Planner®, and he has earned the Accredited Investment Fiduciary Analyst™ designation from the Center for Fiduciary Studies.
Jennifer is an experienced financial professional, certified SCRUM Alliance master (CSM), and has consistently provided excellence in financial management while streamlining financial and human resource processes. Her role at ActiFi blends her talent for numbers with her passion for people.
Oleg Iatic leads a team of professionals dedicated to engaging and supporting end users of SuccessPro. In his role he leverages his industry experience gained from his time serving as a Financial Advisor at Waddell & Reed. He is a CFP®, Scrum alliance Certified ScrumMaster, Certified Lean and a Sig Sigma Black Belt.
Mark Nahlovsky has more than 20 years of experience in the financial services industry. At ActiFi, he leads the product team, solutions consulting group, and manages implementations of the organization’s largest clients. He has spoken at countless conferences and user groups, including T3, Gladstone M&A, and Salentica User Group. He is a certified Project Management Professional and SCRUM Coach.
Get in Touch
If you’re ready to get started with SuccessPro by ActiFi or you just want to learn more, our team would love to hear from you.
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