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Field CAESAR®
Field Force Technology
Field CAESAR is a secure web-based front end to the CAESAR back office processing system that allows representatives to access data and perform functions that were previously reserved solely for the back office. Reps can create and view client accounts and transactions, access current and historical commission information, and view detailed listings of any compliance infractions that may exist on their business. Field CAESAR gives your reps access to 1000's of vendor and Broker Dealer forms that will be auto populated, eliminating redundant manual entry.
Increase Field Rep Productivity
Field CAESAR allows for fast, accurate and low cost sharing of data between field reps, managers and the back office without compromising security. By adding Field CAESAR to your work flow process, field rep calls to your back office and manual entry by back office staff will be greatly reduced. By offering Field CAESAR to your representatives, you will provide them with the tools they need to excel and better service their clients. Field CAESAR gives your Broker Dealer a competitive advantage when recruiting new reps.
Click on the links below to learn more about this innovative field tool:
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