jCore Sales helps your advisors identify potential clients, efficiently sell to new clients, and better manage existing clients.

By using jCore Sales, your organization will have a simple, web accessible system that provides:

• Complete view of client & holdings
• Identification of cross selling opportuniites
• Calendar and contact management
• Lead/referral tracking
• Application process monitoring
• Document archiving
• Real-time commission reporting
• Pre and post-sales client support
• Frontline campaign management

jCore Sales enables you to access and review client and prospect information quickly and easily. View the entire client position and suitability for all financial products including deposits, annuities, insurance, mortgage and even trust. Maintain up-to-date contact information as well as privacy requirements and contact preferences. See which contacts clients have had with your institution as well as any documents sent or associated with that client. Even set up your own user-defined tabs to track and manage client information important to your own organization.

Every jCore user has a personal calendar. Use your own jCore calendar to keep track of appointments (which may be automatically factored into commission goals). Other authorized users can also set up appointments and tasks for you on your calendar enabling referral tracking and efficient passing of leads.

jCore includes straight-through processing to process and clear annuities. At any time, users can monitor progress of account status as well as associated documents and processes. Order details will include: what security is being traded, quantities, amounts, commissions available and how it is being spread to employees.

jCore Sales generates commission reports and subsequent payouts more quickly and easily than any manual method or individual commission tracking package allows. For more information about how commissions accounting works in the backoffice, please refer to the jCore Commissions datasheet.

Commission statements are generated on demand or on a predetermined schedule and shared with authorized personnel. Thereafter, a simple link from the employee's calendar will provide access to the commission detail.

Identify individual or group cross sell opportunities. Using the jCore report writer, sales personnel can look for sales opportunities with existing and new customers. For example, sales personnel can search for high net worth individuals or perhaps individuals with maturing bonds that may be good targets for investment products and services. Using the report writer, even novice users can easily use any data field and format reports as desired. Use calculations and other relationships to automate data analysis. Reports can be run ad-hoc, stored in the warehouse for on demand access, or run and distributed on a pre-set schedule. Spot trends and react to changing market conditions fast to the right clients quickly. When clients contact your institution with questions or concerns, they can be serviced quickly and easily using the information provided by jCore including the status of documents and other events in process.