24 January 2018
visit http://response.ncr.com

ProTracker unveils cloud mobile CRM tool

19 January 2010  |  1135 views  |  0 Source: ProTracker Software

ProTracker Software, a long-time solution provider for the financial services industry, is on the leading edge of security with its introduction of ProTracker Cloud, a hosted remote client relationship management (CRM) solution.

ProTracker Cloud builds on the success of ProTracker Advantage, the intuitive contact, client and practice management program designed by financial experts.

ProTracker Cloud provides a hosted solution that includes the ProTracker Advantage client relationship management system, Microsoft Office 2007 (MS Word, MS Excel, MS PowerPoint), and Microsoft Outlook for e-mail. All of these powerful programs come standard with ProTracker Cloud and are accessible using a Web browser.

Busy on-the-go financial advisors can now connect with secure access to their client and appointment information anywhere, 24/7, from their laptop. ProTracker Cloud encompasses complete data security through two-factor authentication: 1) Username and a strong password, plus 2) a physical security key similar to a car door clicker. Financial professionals can be confident about meeting crucial regulatory information security program requirements.

"Without security there is no privacy," says Warren J. Mackensen, President of ProTracker Software. "Many states have enacted privacy laws that require a written information security program. Few people truly understand the vulnerabilities on the Internet. ProTracker Cloud covers these exposures with two-factor authentication to ensure complete data security."

ProTracker Cloud simplifies customers' information technology support requirements by providing professional software installation, maintenance, and updates with nightly data backups and technical support. With the hosted Microsoft Exchange Server option, ProTracker Cloud supports personal digital assistants (PDAs) and smart phones, such as a Blackberry, iPhone, Palm Treo, or Windows mobile device.

Comments: (0)

Comment on this story (membership required)

Related blogs

Create a blog about this story (membership required)
visit www.niceactimize.comvisit www.vasco.comvisit www.ebaday.com

Top topics

Most viewed Most shared
Banks shift priorities toward growth, digitisation and innovation - surveyBanks shift priorities toward growth, digi...
9833 views comments | 38 tweets | 48 linkedin
Standard Chartered establishes fintech innovation and investment unitStandard Chartered establishes fintech inn...
9512 views comments | 14 tweets | 14 linkedin
Sbanken opens developer portal and invites customers to build their own digital bankSbanken opens developer portal and invites...
8548 views comments | 17 tweets | 11 linkedin
Could distributed ledgers restore the reputation of the MBS market?Could distributed ledgers restore the repu...
7062 views comments | 6 tweets | 9 linkedin
Metro Bank joins digital revolution with instant online account openingMetro Bank joins digital revolution with i...
7044 views comments | 13 tweets | 25 linkedin

Featured job

Competitive
London, UK (or flexible)

Find your next job