A significant aspect of modern financial advising is providing clients with user-friendly and accessible platforms. The technology you choose should prioritize client engagement and satisfaction.
Evaluating Client Portals
When shopping for software, it’s essential to experience it from the client’s perspective. Both financial planning tools and online reporting platforms often include client portals. For instance, compare Blueleaf and eMoney: Blueleaf is an independent reporting tool that connects to various financial planning apps and CRM systems, while eMoney, owned by Fidelity, focuses strictly on financial planning. Choose the one that aligns best with your business model and client needs.
Leveraging CRM Systems with Automation Features
A robust CRM system, such as HubSpot, Redtail, or Wealthbox, can automate client engagement through scheduled emails and alerts. These systems can serve as the central hub for your software stack, integrating seamlessly with financial planning and online reporting tools. This integration ensures a fluid data flow, enhancing your operational efficiency.
Online Reporting Over Paper Reports
Clients today prefer online reports that are clear and concise over traditional paper reports filled with complex charts and graphs. Modern reporting tools offer transparency and clarity, meeting clients’ expectations for accessible and understandable financial information. By adopting online reporting, you not only save resources but also improve client satisfaction.
Ready to grow your business? Reach out to me, Chief Growth Officer Adam Blumenthal.
Adam H. Blumenthal
Chief Growth Officer
E: ablumenthal@weareoneseven.com
P: 216.789.2228