For wealth managers, effective client engagement is the key to winning, retaining and growing relationships. An intelligent CRM system should empower you to engage with clients more effectively in their financial planning and decisions so that they recognize and appreciate the value your firm brings to their lives.
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SS&C Salentica is excited to be hosting more than 75 clients in the beautiful city of Toronto, Canada from June 20-21st at the 10th annual Salentica Summit. This two-day event will be a meeting of great minds where attendees will have an opportunity to be front and center with peers in the financial advisory industry and Salentica’s CRM experts.
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Berman McAleer is an award-winning independent financial advisory and wealth management firm based in Baltimore, Maryland, with an office in Manhattan. The firm recently replaced their legacy portfolio management system with Black Diamond, allowing them to enhance their client experience.
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There is a clear difference between a “technology provider” and a “technology partner.” Both offer a solution that modernizes, optimizes and digitizes your business. However, only a partner will provide a level of personalized service that works as an extension of your team.
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Is your CRM system pulling its weight in your business? Is it simply a data repository for client information, or is it actually helping your team be more efficient and supporting your business strategy?
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Mergers and acquisitions (M&A) in the wealth management space is a trend that’s not going away.
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It wasn’t that long ago that notebooks stuffed with dry numbers and tab dividers were the norm for quarterly client reporting .
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Wealth management is a relationship business. Sure, it requires a lot of financial acumen, but firms that succeed over the long term do the best job of attracting, retaining and growing clients.
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