VSR Financial Services, Inc.
VSR recognizes the importance of integrating technology into the development of representatives that are dispersed across the nation. They partnered with AllofE to deploy a comprehensive and integrated solution to accomplish the unique specifications of their web content platform. AllofE built a solution to improve and enhance performance while maintaining VSR’s high level of service and support to their clientele. Through sophisticated web based portals, AllofE provided VSR with a comprehensive content management platform that supports their technology integration strategy.
- Enterprise-level web content management system with a unified infrastructure.
- Advanced portal technology with secure login and password authentication for representatives to access restricted forms and financial information.
- Dynamic web form management system through the integration of FormXen.
- Personalized roadmaps for representatives to track strategic goals and yearly progress.
- Smart content manipulation interfaces for the efficient management of all site content.
- Integration of document and file management solution.
- Scalability to support the expansion of future content management requirements and needs.
- Custom management module to improve the efficiency of managing and filtering compliance meeting minutes and updates.
- Advanced search engine optimization functionality to search across multiple site modules through relevance and ranking algorithms.
- Integration of web based training and testing module to advance the effectiveness of the representative training process.
- Implementation of a customized and fully integrated CRM application for representatives geographically dispersed across the nation.