VSR Financial Implements CRM Application

9-10-2008
VSR FINANCIAL IMPLEMENTS CUSTOMIZED CRM APPLICATION FOR REPRESENTATIVES

VSR Financial Services is a full-service securities broker/dealer founded in 1985 that focuses on long-term investment strategies and products for their clientele. VSR stands as the second-largest broker/dealer domiciled in the state of Kansas. Through their network of more than 200 representatives, the company represents over 80,000 client accounts throughout North America.

VSR recognizes the importance of integrating technology into the training and management of representatives that are dispersed across the nation. The company recently partnered with AllofE to implement a customized and fully integrated CRM application. The standardization of VSR’s software infrastructure allows for the proactive management of representative information through the CRM application. The CRM serves as an enabler in efficiently and effectively managing representative accounts.

VSR’s technology platform includes a comprehensive system with a unified architecture to centralize the management of their web sites and integrated solutions for web form management, online training and customer relationship management.