Company profile

ActiFi

We enable financial institutions and advisors to provide world-class, integrated advice more effectively & profitably.

Industry
Financial Services
Employees
27
Headquarters
Minneapolis, Minnesota
Founded
2003
LinkedIn followers
2,020
Office locations
1

ActiFi company summary

ActiFi is a company in the Financial Services industry, headquartered in Minneapolis, Minnesota, founded in 2003. On LinkedIn the company has around 27 employees and 2,020 followers. Its listed specialties include financial services strategy, process, people, technology, planning.

What technology does ActiFi use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About ActiFi

ActiFi is a software and solutions company that enables financial institutions and their advisors to provide world-class, integrated advice more effectively and profitably. Financial services firms are spending millions of dollars and countless hours to grow, retain, and attract advisors. But they lack transparency into the quality, consistency and quantity of leader interactions with advisors. Organizational programs and initiatives are not as effective as they could be and advisors don’t fully experience the organization’s value proposition. Our technology solves these issues in a scalable, measurable, and integrated manner. With ActiFi SuccessPro you are able to: Engage your advisors. Understand your advisors’ individual perceptions of your value proposition, create plans to improve them, and execute the plans - with scale. Empower your leaders. Create consistency and scale with the delivery of high-quality data-driven one-on-one meetings across your organization – with transparency. Elevate your endeavors. Align your programs and initiatives to the strategic goals of the organization and drive greater levels of adoption and use - with measurable results.

Specialties

financial services strategyprocesspeopletechnologyplanningprocessworkflowsales trainingmarketingpractice management

Where is ActiFi located?

ActiFi lists 1 location.

Minneapolis, Minnesota, USHQ
600 Highway 169 S

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Frequently asked questions about ActiFi

What does ActiFi do?

ActiFi is a software and solutions company that enables financial institutions and their advisors to provide world-class, integrated advice more effectively and profitably. Financial services firms are spending millions of dollars and countless hours to grow, retain, and attract advisors. But they lack transparency into the quality, consistency and quantity of leader interactions with advisors. Organizational programs and initiatives are not as effective as they could be and advisors don’t fully experience the organization’s value proposition. Our technology solves these issues in a scalable, measurable, and integrated manner. With ActiFi SuccessPro you are able to: Engage your advisors. Understand your advisors’ individual perceptions of your value proposition, create plans to improve them, and execute the plans - with scale. Empower your leaders. Create consistency and scale with the delivery of high-quality data-driven one-on-one meetings across your organization – with transparency. Elevate your endeavors. Align your programs and initiatives to the strategic goals of the organization and drive greater levels of adoption and use - with measurable results.

How many employees does ActiFi have?

ActiFi has around 27 employees on LinkedIn.

Where is ActiFi headquartered?

ActiFi is headquartered in Minneapolis, Minnesota.

When was ActiFi founded?

ActiFi was founded in 2003.

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