Generic Client Profiles - complete client view and KYC at your fingertips. The ability to say the right thing right timeRisky Succession Plan - how do you plan to exit your business? Client Service Fails - how will you compete in the future? Ever growing demand for MORE service….everyone thinks they are uniqueMeaningless Metrics – How are you measuring performance? Is this a manual process…how do you report or track ongoing KPI’s that really matter to wealth managersProcess Overload – How do you easily manage repeatable actions and process in your business? How much of a distraction is this to your core activities that support revenue growth?
John has been focused on CRM technology for 15+ years, specializing in product management and developing strategic relationships at Maximizer Software. He spends a great deal of his time speaking with investment advisors and wealth management firms to define how CRM solutions should match specific business requirements. With a background in technology and Economics, John possesses a unique perspective on tech and the market drivers that turn products into innovative and lasting solutions.
Simply using these technologies, whether is be web or mobile devices, is no longer enough. Anyone can use these generic technologies.To truly gain competitive advantage, you need to go beyond the “out of the box” solution and make it your own.It is proving vital that businesses leverage technology for competitive advantage. Sales force automation and access to information, evolving marketing though inbound concepts, analytics and reporting. These are all proven to be hallmarks of successful businesses
Firm and advisor performance. - customer service as health of businessWhat client issues are arising to
Drop the term FastApp….Talk about client reviews…..KYC reviews….state reviews…..clients retiring clients who turn 65.
Customer example Two of a customer who has really made MAX their own in order to secure competitive advantagehttp://www.maximizer.com/pdf/webinars/7-steps-to-build-book-value.pdf DundeeWealth's brokerage business is made up of DWM Securities Inc., Dundee Private Investors Inc., Dundee Insurance Agency Ltd., and Dundee Mortgages Services Inc. •These operations include a full service investment dealer engaged in wealth management & financial advisory services, retail brokerage, financial planning, mutual fund dealership, a full service Managing General Agency (Insurance), and Mortgage services. •DundeeWealth has approximately 1,000 Advisors dealing with the public. For the past year AJ and his team have focused on centralizing their business operations on Maximizer, with the following results:Efficiency in Process Creation of repeatable business process in the CRMValue of complete information Increased discipline within meeting notesBigger picture of unique client needsAutomation to save time Transactions you need to avoidLower costs of staff per client Easiest process to follow Ex: Quarterly ReviewsEnsuring a consistent client experienceDeveloping a process for all stages –Simplified and repeatable client process •“Action Plans” for each stage –Trade recommendation process –Client FastApp process •Daily Action Plan –Hotlist tasks, alerts and follow up activity –Manage and delegate across team –Segment by prospects and customers