Strategy Suite

Strategic Financial Solutions offers Solutions for your financial institution’s investment and insurance programs.

Processing
Procedures to streamline your processing and documentation, In-house or Out-sourced to us

Technology
Creative and customized software programs with industry known and recognized interactive applications

Consulting
Experienced support for Bank investment and insurance programs, Agency mergers, and project consultation

Welcome to StrategySuite.com

Strategic Financial Solutions can help you maximize the success of your financial institution’s investment and insurance programs.

Web Referral Tracker

A simple but powerful solution for your Referral Program that provides real time access to referral data.

Enter and retrieve referrals over the internet
Simplify administration of your referral program
Calculate and track referral incentive payments
Monitor and evaluate referral program effectiveness
Generate real time user and management reports

StrategicHelp

Online access to your sales information for annuities, mutual funds and other investment products.

On-line reporting
Secure daily transaction posting
Sales Rep and Manager access
Monitor and evaluate program effectiveness
Generate real time user and management reports

Take a tour of the Web Referral Tracker to see how easy it is to put the power of the web into your Referral Program.

Tour requires Macromedia Flash Player, which you can download for free at
Macromedia.com.

For low bandwidth connections click here for
Non Flash tour.

Email or call us to schedule an online demo to explore the features of our products.