Advisors Assistant’s® New Mobile Application Released!


Client Marketing System's Advisors Assistant® Mobile is an application specially written for Advisors Assistant web-based subscribers to provide easy access to important CRM data from their iPhone, iPad, or Android phone or tablet.

Pismo Beach, CA (I-Newswire) February 17, 2012 - Client Marketing Systems, Inc. (CMS) is proud to announce that its highly popular CRM program Advisors Assistant® has gone Mobile with its new app - AAMobile™. Now its customers can utilize their new web-based mobile application and keep up to date with their customer information whether they’re in or out of the office.

"Many of our customers have requested we provide them a user-friendly mobile app for our popular CRM program," says Shannon Dempsey, Client Marketing Systems Vice President of Sales. "We are pleased to meet their needs and launch this new mobile app that is very affordable and easy to set up. Once installed, our customers will find the app works seamlessly with their web-based Advisors Assistant program.”

Advisors Assistant® Mobile (AA Mobile™) is an application specially written for Advisors Assistant web-based subscribers to provide access to important CRM data from their iPhone, iPad, or Android phone or tablet. Because it’s written for portable devices, AAMobile™ harnesses the special features of iPhones and Androids to provide dialing, emailing, and mapping features quickly and easily.

Client Marketing Systems, Inc.'s client management software program (CRM) - Advisors Assistant® provides financial advisors and insurance representatives with a client management program that allows them to increase efficiency and in turn increase their sales. Client Marketing Systems, Inc. was forward-thinking when they first offered Advisors Assistant® in 1985 and they are still the leader in client management software for the financial services and insurance industry.

Anyone who would like a demonstration of how easy Advisors Assistant® is to use - is encouraged to contact Client Management System's Vice President of Sales, Shannon Dempsey. She will demonstrate the program in a webinar or simply explain the program to interested parties. Additionally, for details about the new Advisors Assistant Mobile Application, AAMobile™, also contact Dempsey at 800-799-4267 or by email at Shannon@Climark.com.






About Client Marketing Systems, Inc.

Client Marketing Systems, Inc. has provided software for the financial services industry for 26 year   More..s. Their CRM, Advisors Assistant® is a powerful yet easy to use Client Management System. It combines CRM with optional Portfolio Management and Insurance Management modules. Advisors Assistant® has been upgraded over the years by listening to and incorporating its users’ suggestions. The goal of Client Marketing Systems, Inc. is to provide financial advisors with a client management program which will increase their sales as well as help run their offices more efficiently. More information is available at the company website at www.AdvisorsAssistant.com or by phone 800-799-4267 | 805-773-7981. Also on Twitter: @AdvisorsAssist.Less..

Contact Information

Client Marketing Systems, Inc.
Shannon Dempsey
880 Price Street, Pismo Beach, CA
93449
Phone : 805-773-7981

Published in:

Business > Technology

Published On:

February 17, 2012

Print Release:

Print Release

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