Securities America Selects Forefield to Provide Sales, Education and Presentation Content for its RepCentric Organization.Business Editors/High-Tech Writers MARLBORO Marlboro or Marlborough (märl`bərō), city (1990 pop. 31,813), Middlesex co., E Mass.; settled on the site of a Native American village 1657, inc. as a city 1890. , Mass.--(BUSINESS WIRE)--July 24, 2003 Forefield articles, tools, alerts and planning material available to more than 800 Securities America financial advisors through FMA FMA Full Metal Alchemist (gaming) FMA Federal Marriage Amendment FMA Financial Market Authority (Austrian: Österreichische Finanzmarktaufsicht) FMA Financial Management Association Advisor(TM) Forefield, Inc., the foremost provider of real-time sales, education, and presentation solutions for financial institutions and their advisors, today announced a new partnership with Securities America, Inc. Under the terms of the agreement Forefield, through its FMA Advisor product, will provide Securities America with access to its complete suite of financial planning Financial planning Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against articles, tools, alerts and planning materials. FMA Advisor, one of Forefield's industry-leading advice management products, will be used to support financial advisor research efforts and deliver consumer financial planning content to clients and prospects. "We needed a solution that was comprehensive enough to support the wide range of services and products available to all of our registered representatives, investment advisors, insurance agents, and banks. FMA Advisor is uniquely positioned to satisfy that need," said Dennis King For the English actor and singer, see Dennis King (actor). William Dennis King (born 1941) is an American investigative journalist who currently focuses on web-based advocacy journalism. , Vice President of Business Development. "With FMA Advisor's broad source of content and its email alerting capability, our reps have access to the over 3000 updated topics while at the same time they can update their clients to legislative and industry changes that impact the clients' financial plans. The result is that our reps have both a comprehensive education resource as well as a sales and marketing tool available through our fully integrated e*Office Advantage workstation. Incorporating FMA Advisor with the Planning Tools product in our workstation provides a comprehensive client support package. We are pleased to provide this service to all of our reps." Combining a powerful client presentation function and a current, concise, and compliant knowledge bank into one product, Forefield's FMA Advisor provides information and dynamic decision tools for all core financial planning topics. By simplifying their research efforts and enhancing the sales process A sales process is a systematic approach for performing product or service sales. The reasons for having a sales process include seller and buyer risk management, achieving standardized customer interaction in sales and scalable revenue generation. , FMA Advisor empowers financial advisors, enabling them to deliver the highest-quality advice, deepen client relationships, increase sales, and improve customer loyalty. "We are thrilled about our partnership with Securities America and pleased to be providing their diverse group of registered representatives, investment advisors, insurance agents, and banks with accurate and timely financial planning information," said Brent Delehey, CEO (1) (Chief Executive Officer) The highest individual in command of an organization. Typically the president of the company, the CEO reports to the Chairman of the Board. of Forefield. "By utilizing FMA Advisor, Securities America can bring their clients the most timely, individually tailored information that will help them better attain their financial goals." About Forefield Forefield provides premier financial planning knowledge and client interaction solutions that bring clarity and confidence to financial decisions. The company's products facilitate the communication of client-centric financial guidance that is current, consistent and compliant. Forefield enables financial institutions and advisors to build and enhance trusted relationships, increase revenues and improve operational efficiency. Established in 1997, Forefield's clients include some of the most prestigious companies in the financial services The examples and perspective in this article or section may not represent a worldwide view of the subject. Please [ improve this article] or discuss the issue on the talk page. industry, including CIGNA CIGNA CG (Connecticut General Life Insurance Company) INA (Insurance Company of North America) , MassMutual Financial Group, MetLife, PNC PNC Purdue University North Central (Westville, Indiana) PnC Point 'n Click PNC Police National Computer PNC People's National Congress (Guyana) PNC People's National Congress Advisors, Waddell & Reed, Commonwealth Financial Network, American Express American Express (NYSE: AXP), sometimes known as "AmEx" or "Amex", is a diversified global financial services company, headquartered in New York City. The company is best known for its credit card, charge card and traveler's cheque businesses. Financial Advisors, Deloitte & Touche, FleetBoston Financial FleetBoston Financial was a Boston, Massachusetts-based bank created in 1999 by the merger of Fleet Financial Group and BankBoston. In 2004 it merged with Bank of America; all of its banks and branches were given the Bank of America logo. , Goldman Sachs, and Legg Mason. For further information, please visit www.forefield.com. About Securities America Financial Corporation Based in Omaha, Nebraska, Securities America is one of the nation's largest independent broker/dealers serving more than 1,400 representatives and their more than 360,000 clients nationwide. Securities America, Inc. is a broker/dealer that began operations in 1984 and is a member of the Securities Investors Protection Corporation. Securities America Advisors, Inc. is an SEC Registered Investment Advisory firm with over $3 billion in assets under management Assets Under Management (AUM) is a term used by financial services companies in the mutual fund and money management or investment management business to gauge how much money they are managing. that offers programs and support in the areas of investment management advice, financial advice, and financial planning through investment advisors nationwide. The Securities America family of companies was founded with a vision and a plan to focus on the representative - to meet their needs and to provide them the support necessary to effectively service their clients. |
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