Do your clients hear from you on a regular basis? It's important to keep in touch, but it's just as important to make sure you're providing the kinds of information they want.
What do your clients want to hear about?
How much are your services worth?
Recently my wealth management firm examined our client on-boarding process, focusing on how we can be more efficient with our time and provide exceptional service to our new clients while being more cost effective. We couldn't have even dreamed of doing this without access to tons of client data. Here's how Junxure made it possible.
Junxure CRM has expanded its leadership ranks with the addition of financial services and technology veteran, Bill Banks, who has joined the firm as Executive Vice President. Junxure Operations Executive, John Shangler, was also elevated to EVP.
As executive project coordinator at Private Ocean, a wealth management firm in the Bay Area, one of my goals is to help research, integrate, and promote the latest technology - a key client-service focus area that really sets our firm apart.
I meet with advisors every week who share with me their top concerns for running a successful business. And I've noticed a trend that won't surprise you: advisors are very focused on centralizing their technology - specifically, integrating their portfolio management systems with their CRM.
