Leverage your technology investment with a sound user adoption strategy.

It is possible to have extremely high quantitative results without having high user adoption because users can log into your CRM system without actually using it.

Amp your adoption rate with the right vertical-specific CRM

“Vertical CRM will be the preferred CRM Choice in the next three years”¹

^{-Kate Leggett}

What's your onboarding process?

Like every other interaction with business these days, customers expect client onboarding and new account opening to be fast, efficient, and easy. Traditionally, onboarding in financial services has been a paper-based process not known for its efficiency. We’ve all had an experience that went something like this: “I need to ask you some questions … Sorry, I need that information again to fill out another form … And another form … Now please sign here … and here … and here … Now, hang on while I get you a photocopy …”

In the anatomy of a financial services organization, software is the circulatory system. It picks up the data in the brain, or database, and delivers it to where it's needed. It connects all the parts of the body together and ensures the body is working well as a single entity.

So, when a system stops receiving support or development, it affects the health of the entire company. It can become expensive to maintain, difficult to upgrade, or so obsolete it risks pulling the company behind the competition. When people can’t or aren’t using the system, or when the system isn’t able to provide the functionality that’s needed, the organization must replace it.

Don't capsize your client relationships with poor info!

Trying to tell corporate and investment bankers about the importance of understanding their customers is a lot like listing the benefits of butter to a pastry chef. They get it. They know it really, really well. And yet, considering we are in the business of Customer Relationship Management, I sometimes can’t help but question what this means.

Amp your adoption rate with the right vertical-specific CRM

 “Vertical CRM will be the preferred CRM Choice in the next three years”-Kate Leggett¹

Vendors Say The Darndest Things

Who doesn’t want their team to work faster? And not just faster, but better as well? It’s what we all want. That’s why ‘increasing productivity’ is a key driver behind many front-office system upgrades. It’s also the reason so many vendors promise productivity improvements. So, how do you sort out the empty promises from the legitimate ones? The simple answer: do your research. Ask questions, and demand proof.

It seemed like the perfect dare to end 2020 with: Take on some of the world's leading CRM and CX tech providers in a battle that had nothing to do with what we usually do best.

How secure are wealth managers today? This simple, yet interesting question, can yield different answers depending upon when it is asked.

It is impossible to overestimate the importance of communication when it comes to the relationship between wealth managers and clients.

The definition of value has evolved over the past few months for financial services firms as well as their customers.

Advisors in financial services firms work with more and more data over time.