Client
A Large Independent Broker/Dealer
The Opportunity
“Advisors were struggling with various systems with client and account information. They needed a holistic relationship management technology that managed both the client data and resulting workflow.”
Our Role
- Analyze & Optimize customer relationship opportunities
- Identify operational bottlenecks
- Optimize client acquisition, asset growth, investor services, and reporting
- Design and assure end-user application usability
- Provide integrated technology solution
- Manage design, development and implementation
Key Activitites
- Documented key functional tasks and opportunities with Advisors and their offices
- Prioritized data and workflow requirements
- Vendor analysis and CRM strategy
- Managed all stages from project initiation through implementation
- Defined a successful phased implementation model
Bottom Line
- We transformed the way Advisors used both their CRM and Advisor Desktop.
- We optimized client acquisition and client retention results and costs.
- We fully integrated a system that streamlined data sharing, workflow and business reporting.
- We improved both the Advisor and Investment experience.