MerrillConnect®

Efforts to streamline processes, work smarter and eliminate unnecessary costs are as prevalent in the financial industry as they are in other industries.

MerrillConnect is an Intelligent On-Demand solution that instantly connects your entire sales and lead-fulfillment cycle, automates repetitive processes and generates concise reports that lead to key revenue-generating decisions.

ISCorp partners with Celera Systems, leading developer of integrated sales and marketing applications and fulfillment management systems for the financial services industry, to provide the MerrillConnect service.

MerrillConnect gives you complete visibility into contact management, inventory planning and sales and marketing analysis.

You can automate lead intake, management processes, literature fulfillment and standard reports. And you can ask questions such as: Which distribution channel is most effective? Which marketing campaign has generated the highest returns? Which broker is the top producer? Which region has the lowest cost-to-sales ratio? Armed with this information, you'll be able to target your dollars and maximize their effect, turning more leads into sales and dramatically boosting revenue acquisition.

To learn more, contact us today at (262) 240-7777 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Sales and Performance Reporting System™

Sales and Performance Reporting System™ (SPRS) is ideal for financial services companies looking to better monitor and manage their product sales activities.

SPRS combines a transfer agency data warehouse with a set of data cleansing and query tools to enable sophisticated analysis of sales data. Our RepLink module simplifies and manages the crucial process of linking and verifying the daily transaction flow to ensure quality reporting results.

ISCorp partners with Celera Systems, leading developer of integrated sales and marketing applications and fulfillment management systems for the financial services industry, to provide the SPRS service.

Typical sales analyses supported by SPRS include:

• Sales by Channel and Product
• Commission Breakdown
• Performance Analysis
• Sales by Territory
• Costs vs. Sales

SPRS also includes flexible categories and hierarchies plus a sophisticated rule-driven classification engine to enable the data to be organized fit your enterprise.

To learn more, contact us today at (262) 240-7777 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it .