Securian Trust Company, a leading provider of personal trust administration and
investment management services, has introduced their new on-line sales
management system.
The new sales system provides Securian Trust Company staff with the capability
to track their business development efforts, ensuring accurate and
comprehensive analysis of current and future business opportunities, including
the projection of revenues, assets, type of account, and referral source. In
addition, it provides data insuring that all entities involved in the sales
process are properly compensated for their efforts.
"We needed a system that could provide functionality in a number of areas,
including projecting current and future sales, tracking the productivity of
individual referral sources, analyzing the types of business happening and
monitoring where we are in the sales cycle, and ensuring that everyone was
compensated correctly" said Jonathan Belmore, Securian Trust Company's Business
Development Consultant. "With 1200 Securian financial advisors nationwide as
potential referral sources, and multiple business development staff within
Securian Trust Company, this was not an easy task. But, the new system has met
our expectations."
According to Patrick A. Mazorol, chief executive officer, Securian Trust
Company, "The efficiency provided by using web technologies allows us to cut
management costs and increase our responsiveness. Our new tracking system will
help Securian Trust continue to grow and improve our service on both local and
national levels."
About Securian Trust Company
Securian Trust Company (www.securian.com), through a nationwide network of financial advisors and
trust development staff, provides personal trust administration and investment
management services to individuals with a desire to preserve their wealth
during their lifetime and maximize their legacy for future generations.
About pTeraDac Corporation
pTeraDac Corporation (www.pteradac.com),
a provider of advanced Internet web systems, delivers design, development and
hosting services in support of client's sales, marketing and business systems.
pTeraDac specializes in solutions and products for the insurance and financial
services markets.
