Successful Advisors Service the Household, Not the Individual. Here’s How We Help.

Wealth management is all about trust. It is about giving an advisor control of your financial health and security and depending upon that advisor to make or recommend decisions that help you meet your financial goals. When we, as CRM vendors, focus on features that give our products an edge, we always focus on how specific features can help advisors build more trust. This is what makes relationship hierarchies so important.

Read Post  

At RBC, an Advisor's Success Starts with an Integrated Advisor Desktop

Recently, Investment Executive (IE) released their 2020 Brokerage Report Card in which RBC had the highest net promoter score of all the large bank-owned investment firms.  IE creates the report card by surveying advisors from each firm.  Why did RBC score so well? Because they provide the best tools to help advisors focus on client engagement and deal with rapidly changing regulations. In 2020, RBC scored the highest in the "Technology tools & advisors desktop" category.  They also scored highest for support in dealing with changing regulations.

Read Post  

Here’s Why Wealth Managers Have More Challenges To Deal With Than Ever Before

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

Read Post  

CRM Can Address Challenges Faced By Advisors In A Post-Pandemic World. Here’s How

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

Read Post  

Leave a Reply