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Richard M. Kettley
Kettley Publishing Co. has a NEW NAME
 
Advisys, Inc.
 
Ownership and Management have NOT CHANGED
 
Our committed desire to serve you has NOT CHANGED
When I founded Kettley Publishing Company in 1979, little did I know the company would one day grow to become a leading provider of needs analysis, client education and compliance solutions to financial services professionals and top financial services companies.

As the company began to grow, so did the professional talent I was able to attract along the way. With our shared creativity and insight, we have expanded our product offerings and grown the company nationwide through the loyalty of thousands of satisfied users.

We are proud of our accomplishments, but mindful that the industry, companies and individuals we serve undergo continual change. To fulfill our role as a trusted partner in their success, we must be forward-looking.

That is why we've developed what is arguably the most powerful and modern needs analysis solution available today. It is the only enterprise solution that combines needs analysis, client education and presentations into a single, integrated application.

Enterprise tools give corporate managers complete control over the application's content, configuration and branding. Business rules facilitate intelligent client analysis and proposal generation. Compliance automation allows staff to instantly review, approve and upload changes to the application. Reporting features let managers track usage and measure the effectiveness of training and marketing programs.

The application is mounted on a state-of-the art web services platform that affords integration and interoperability with other proprietary and third-party applications. This enables providers to achieve their goals for straight-through processing.

What's more, we've only just begun. We envision many more breakthrough solutions to help our users improve sales and customer satisfaction, increase productivity and enhance profitability.

Welcome to Advisys.

Richard M. Kettley, JD, CLU, ChFC
President and Chairman
Advisys, Inc.
Back Room Technician



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Back Room Technician® — Sales Edition (BRT/SE)
"Everything You Need to Sell More Effectively"
For the first time:
  • "Single-needs" financial analysis calculators that focus on individual client needs with minimal input, powerful output.
  • A proven knowledgebase of financial concept illustrations-professional-quality, compelling presentations in minutes.
  • A full range of sales-oriented features and functionality-work within markets, within steps of the sales process, or focus on product solutions.
  • Fully integrated-one seamless program that does the work of several, separate, sales support programs.
  • All this at a much more affordable price-and an excellent return on investment!

BACK ROOM TECHNICIAN — SALES EDITION:

Use it throughout the sales process
  • Save time and improve prospecting results with hundreds of today's most popular financial topics to choose from, categorized by markets, subject matter, or life events.
  • Quickly establish credibility in appointments with pre-set template presentations.
  • Create needs analyses that focus on specific needs with minimal input requirements and easy-to-understand, powerful output.
  • Generate more sales with professional-quality, compelling sales proposals, complete with compliance-required disclosures and disclaimers.
  • Use information relevant to selected target markets, or for specific product solutions, to say in touch with clients and develop opportunities for cross-sales and getting referrals.

SINGLE-NEEDS SALES MODULES:
Back Room Technician SE Single Needs Sales Modules
OTHER KEY FEATURES:

Back Room Technician Templates
Work With Templates
It's highly likely that you'll create presentations and use them over and over again. BRT/SE's "Templates" feature is designed to support and enhance this process. Based on input from our most successful subscribers, many of the most often used reports have been included in BRT/SE as templates. These "pre-set presentations" are ready to use "as is," or modify them to meet your particular needs. You can even create your own templates.
Back Room Technician Sales Process
Coordinate with the Sales Process
The sales-oriented "Process" feature is another great new capability in BRT /SE. For any step of the sales process-from approach to follow up and review-you can quickly find reports that are appropriate and have been proven effective for that part of the sales process
Back Room Technician Markets
Work Within Markets
An extremely valuable feature in the BRT/SE is the ability to quickly identify information that's relevant and timely for specific target market groups.

Simply select a market segment and a number of suggested reports that are appropriate for that market segment will appear. Another example of just how simple and fast BRT/SE is.

PLUS....
Back Room Technician Templates
All New Multiple Search Criteria
  • By topic
  • By title
  • By key words
Back Room Technician Templates
Presentation Builder
  • Personalized Title Page - "Just for you"
  • Table of Contents
  • Choice of "Stationary" Graphics
  • Input/Revise Data as you Build
Back Room Technician Templates
Online Updating
  • Always Current
  • Always Accurate
  • On Your Schedule
Back Room Technician Templates
Extended Help
  • Gettings Started--Just the Basics
  • Comprehensive Help--Anything and Everything
  • Tip of the Day--Maximizing your ROI



And Technical Support is just a phone call away! 949.752.8613


Purchase Options:
Back Room Technician — Sales Edition (New Subscription)
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  Back Room Technician — Sales Edition (New Subscription)

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  Back Room Technician — Sales Edition-Subscription Renewal



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