Clarke Financial Services Inc.

Nanaimo, BC

Clarke Financial offers a range of investment services: Insurance, Mutual Funds, and private alternatives. Path Marketing's team helped them to increase service levels through having one place to summarize and view the client's investments & investment needs. Staying in touch by using activity series and mail-merges, Clarke financial was able to substantially increase both new clients and loyalty of current ones.

• Custom layout for financial & insurance professionals
• Custom training for sales automation & campaign-based marketing with ACT!
• Custom importing of client summary data from insurance & mutual fund dealers for quicker access in one place
• Automatic dialer & caller ID integration
• Install ACT! for Pocket PC synchronization