1. Sell. Manage. Grow.
A better way to connect with your customers.
Engage your clients and empower your business with the
Fippex cloud-based client enablement and communications
platform.
w. www.fippex.com
© 2012 Fippex. All rights reserved.
p. 1.312.379.5400

2. Client Enablement
Engage your clients.
Set your firm apart from the
competition by enabling your
clients to better connect with your
company through your custom
branded portal.
Make it easier to do business
with you.
Control and organize content for
your customers in one central
location so they can find what
they need, when they need it.

3. Content Sharing
It's where they need it, when
they need it.
Provides a secure, easy way to
share, store, and organize
content for both you and your
clients.
It's about how your share.
No more searching in document
trees and digging through
emails. Everything is organized
in a way that actually makes
sense.
w. www.fippex.com
© 2012 Fippex. All rights reserved.
p. 1.312.379.5400

4. Email Exchange
Quickly and easily share
information.
With a few clicks of the mouse,
you can easily share information
with multiple contacts directly from
your contact database.
Don’t ask your customers to
work differently.
Clients are taken directly to the
content you share with them
through emails from your normal
email address.
w. www.fippex.com
© 2012 Fippex. All rights reserved.
p. 1.312.379.5400

5. Content Zones
Information is where they
need it, when they need it.
No more searching through
document tress and digging
through emails. Content
“zones” organize everything in
a way that actually makes
sense.
Content means more
than just a document.
Share and organize
documents, videos,
slideshows and multiple
forms of communication in a
user-friendly way.
w. www.fippex.com
© 2012 Fippex. All rights reserved.
p. 1.312.379.5400

6. Project Collaboration
Bring everybody together.
Keep you and your clients
informed within a shared
environment allowing each
user access to only what they
have permission to see.
Intuitive and flexible.
Quickly create new project
rooms using predefined
templates. Easily provide
access to information within a
unified workspace.
w. www.fippex.com
© 2012 Fippex. All rights reserved.
p. 1.312.379.5400

7. Prospecting
Be precise with your
message.
Effectively target potential clients
with personalized
communication. Deliver the right
message by sharing content
relevant to their needs.
Make a good impression.
Invite your prospects into an
interactive experience where
they can stream videos, view
presentations, and browse
images.
w. www.fippex.com
© 2012 Fippex. All rights reserved.
p. 1.312.379.5400

8. Activity Tracking
Look inside the minds of your
customers.
Know every time a client logs in,
downloads a document, streams a
video, or performs any other
system activity.
Track the life of your
content.
Know every time content
has been uploaded, shared,
viewed, downloaded, and by
whom.
w. www.fippex.com
© 2012 Fippex. All rights reserved.
p. 1.312.379.5400

9. Task Management
Don’t leave anybody out.
Include everyone involved by
assigning tasks inside and
outside of your organization so
that everyone knows what needs
to be done.
Don’t just post tasks,
manage them.
Easily collaborate on tasks,
share documents related to a
specific task ensuing nothing
slips through the cracks.
w. www.fippex.com
© 2012 Fippex. All rights reserved.
p. 1.312.379.5400

10. Reporting
Track your pipeline.
Filter prospecting and
opportunity data to better
forecast sales projections.
Eliminate the need to
manage excel spreadsheets.
Project reporting.
Customized data fields allow
you to capture and instantly
pull reports providing
valuable analytics.
w. www.fippex.com
© 2012 Fippex. All rights reserved.
p. 1.312.379.5400

11. Safe & Secure
Bank level security.
Fippex utilizes the most
advanced technology for internet
security combined with best
practices and procedures
ensuring the utmost security.
Data Center redundancy
and backups.
Fippex software servers are
located in two different data
centers mirrored in real-time,
which enables 99.99% uptime.
Nightly backups are performed
at a 3rd offsite location.
w. www.fippex.com
© 2012 Fippex. All rights reserved.
p. 1.312.379.5400