Wealth Management

Like most businesses, wealth management firms need to keep track of clients’ addresses.  Some clients have jobs that require them to move frequently — whether it’s an athlete moving to a new training location or a consulting professional whose job location changes as work is completed and a new job starts. Some high net worth…

Financial Advisors often segment their books of business and develop client service models for each segment. Each segment has a different number of touch points, such as phone calls, emails, newsletters, events, or meetings.  In order to deliver the appropriate service level for each client, it’s essential to track all these activities. By consolidating these…

Financial advisors who rise above the crowd are the ones who develop amazing, consistent experiences for their clients. These advisors make it their mission to ensure that each client enjoys the same exceptional level of service and attention — every time, from every advisor. Each time a client calls for service or comes in for…

Preparing for client meetings can be very time consuming as you work through the many steps that need to be done to prepare . . . Find last year’s notes and review what you’ve already discussed Follow up on what you told your client you would be discussing this year Find or create presentations to…

Servicing clients is easy with Salesforce case management functionality. Cases function as process-driven objects, which means they are flexible and can accommodate many internal processes (such as change of address, death of a client, or compliance-related requests). With a few custom fields, you can quickly customize these for your team. However, some advisors have a…