• US$150

• 132 Designs

• 66 Designer

---

Logo-Design Kurzbeschreibung

We are an independent financial advisory firm. "IBOSS" stands for "Integrated Business Operations and Success System".

"IBOSS" is used by each and every one of our company's client-facing financial advisory consultants. A financial advisory consultant uses "IBOSS" to do marketing, prospecting, presenting to clients, conducting more effective financial planning and servicing clients. On top of aiding the consultant to bring in new business, it also helps the consultant in operational and non-client-facing activities in terms of time management as well as work activities scheduling and management.

This comprehensive business management system consists of automated tools and processes, as well as a database of the consultant's business-related data and client-related data. It has powerful CRM capabilities with many extended functions to help financial advisory consultants achieve success in their activities/business of looking for potential clients, building client relationships and helping clients in financial planning.

The financial advisory consultant can access "IBOSS" anytime, anywhere, on any device (mobile or desktop), as long as he/she has digital connection. It serves as the consultant's faithful companion, giving him/her convenient access to the necessary data and tools to manage his/her business and conduct it anywhere.

"IBOSS" also has a meaning of "I Am The Boss" - which means "I take charge of my own success by using such a system".

Logo Text

"IBOSS" or "iBOSS" or "Iboss" or "iboss"