Tag: customer relationship management (CRM)

The firm says this “first of its kind compliance-approved text messaging solution for financial advisers” helps maximize convenient client communication. 

The firm has launched a prospect portal and now offers a depository for financial, legal and personal documents.

In conversation with PLANADVISER, cybersecurity attorney and former SEC staffer Marlon Paz suggests it is absolutely essential for advisory firms to have a senior executive “not just appointed...

The financial services and retirement advisory industry has collectively invested tens, if not hundreds of millions of dollars in the last decade to boost the use of big...

The new PlanOnTarget initiative gives CUNA’s adviser clients new digital capabilities including self-service dashboards and enhanced analytics.

The tool will help advisers provide plan sponsors with relevant feedback about operational and performance comparisons to their peer group.

The new solution uses robo-advisory and automation technology from Trizic to enable FIS clients to cost-effectively manage smaller-balance accounts.

The new partnership shows brokerage firms serving RIAs are committing to delivering new fiduciary-minded technologies, especially scalable personalized advice solutions. 

New Cerulli Associates research identifies “pain points” at the root of advisers’ decisions to change firms—and what leadership can do to address staff concerns before losing key advisers. 

The solution is built around automated newsletters that establish regular contact with clients and prospects. 

The new application will provide advisers with access to industry experts and online training materials. 

The solution provider retirement plans with data-driven insights about the health and performance of the plan.

The firms suggest the new arrangement will deliver “powerful risk analytics” directly within an efficient retirement planning solution.

The firms suggest their service integrations will enhance adviser-client conversations. 

According to recent research conducted for Everplans by Cerulli Associates, 93% of advisers believe they will retain the assets of heirs when their primary client dies, yet 85%...

Advicent introduced new client report integration capabilities in its latest update of the NaviPlan financial planning software. 

Liveoak Technologies will provide solutions to streamline onboarding of new corporate customers. 

The new program features original video training sessions and a downloadable companion resource aimed at boosting collaboration with recordkeepers and TPAs. 

Janney will utilize Advicent’s NaviPlan financial planning software along with its expanded retirement income evaluation tools. 

Nearly one-third of investors globally say they would switch to Google, Amazon or Facebook for banking, insurance and financial advisory services.