As investment firms digitize client lists and move those profiles to cloud solutions, providers of customer relationship management solutions are upping their game to make those client profiles more granular and detailed.
According to Jorge Jeffrey, the director of research at Velocify, a recent study shows that agencies using “at least one of six technologies were seeing 43 per cent more sales than their counterparts.”
Those six technologies included marketing automation software, lead management software, automated dialers, competitive raters, agency management systems and CRMs.
The push to embrace new technologies like CRMs should, then, be an easy sell. One provider, Maximizer, has been working to make its offering even more compelling
“We now provide an even more straightforward way for clients to easily capture and tap into their vital client information,” says John Easton, director, wealth management CRM for Maximizer Services Inc. “All of the enhancements implemented are the result of feedback from existing clients – financial advisors who understand the importance of having a better grip on the client profile for the development of their business.”
Maximizer’s upgraded solution is designed to more easily flag new business opportunities with existing clients and manage additional opportunities to expand a financial advisor’s practice. The solution includes more pre-configured segmentation searches as well as pre-built dashboards for displaying upcoming reviews, renewals and expirations.
“The new release of Maximizer Wealth Manager, WME 3.0, makes sure advisors can stay ahead of their workflow by being alerted well in advance of every date-based service offering that they are providing to all of their clients on a regular basis,” says Easton. “This ensures that the advisors can reach out to their clients early enough to give them the necessary time to consider, plan and prepare adequately for their next actions.”