Serve Me! Suite

Point of Sale Solution

M&O's Point of Sale solution is a unique straight through processing solution that streamlines business processes for both the sales representative and the home office. The Point of Sale solution captures new business data at the point of sale, and stores it so that it can be readily accessed and referred to throughout the life of that particular client account.

The access that both the sales representative and home office have to important client data upfront - at the time of sale - increases efficiency, allows for better customer service, minimizes costly mistakes and increases productivity for the entire team.

Key Features:

• Field entry of brokerage, direct mutual fund and insurance business
• Single sign-on with a firm's proprietary system or clearing firm of choice.
• Workflow integration
• Scheduled and adhoc reporting
• E-mail and cell phone notifications
• New trade entry
• Client view
• Electronic forms

One View... Unlimited Opportunities!

With the Point of Sale solution, sales representatives enjoy having access to valuable client data at their fingertips. In addition, they can view their entire books of business. The Point of Sale solution is an efficient and effective tool that facilitates better customer service, while also providing access to data needed to mine for new business opportunities.

M&O's Point of Sale solution gives sales representatives the opportunity to spend their time where it is most productive, serving clients and mining for new business opportunities.

View The Solution!
Click on the images to the left to view how easy the Point of Sale Solution is to use.

M&O's integrated enterprise data management solutions provide powerful data collection, integration and consolidation tools for virtually every constituency in a financial service supply-chain. No matter what role you play in your firm's overall success, M&O has a solution that will unleash unlimited opportunities to enhance growth and profitability.