7 Ways to Deepen the Advisor / Client Relationship in 2022

Needless to say, the pandemic has upended the advisor / client relationship like no other event in our lifetimes. How, where and why financial advisors engage with their clients looks very, very different than it did pre-COVID. From Zoom meetings to virtual events to AI-driven online dashboards, clients have become accustomed to a very different way of working with their advisors … and frankly expecting much more.

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Beyond the Buzzword: How ‘Enhanced Client Engagement’ Drives Advisor Success Today

Wealth managers have talked about “personalization” and “client-centricity” for years. But is that actually how clients feel about the service they receive, or does it sound to them like more marketing speak?

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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.

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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.

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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.

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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.

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