ActiFi
HQ Address
600 Highway 169 S, Suite 250, St. Louis Park, MN 55426, United States
Website Address
Business introduction
Activate Your Success
At ActiFi, we have the software, knowledge, and skill to help drive your engagement and growth strategies
We are the industry leader in driving higher organic growth, higher retention, and greater platform adoption within the financial services industry.
Reach Maximum Potential
Our software, SuccessPro™, identifies unique opportunities for each of your advisors to unlock their maximum potential, creates step-by-step roadmaps, and automatically puts coaching checkpoints in place to keep advisors and firms focused on their success. We not only give you the tools and the plan, but advanced features within SuccessPro facilitate execution at the advisor level to accelerate your growth.
ActiFi Solutions
Consulting
First, we get to know you We’ve rolled out solutions and products successfully for hundreds of financial institutions and thousands of advisors. But we also know that no two financial institutions are exactly alike. We begin by getting to know your business, advisors, challenges and goals. Then we implement best practice......
business needs
view solutionSuccessPro™
SuccessPro™, our online advisor success suite, provides planning resources and tactics to help you drive advisor performance. It is flexible and customizable. It leverages your existing content and programs, making it easier to meet your goals. It allows field leaders to promote accountability, and it supports advisors’ growing desire for......
