Not long ago, most advisors managed contacts with the rolodex. But computerization has revolutionized the industry. It continues to evolve rapidly today, with a new financial technology rolling off the production line almost every day. While it’s easy to see how all this change benefits investors, advisors stand to benefit too. Indeed, a recent study by Fidelity Investments shows that “eAdvisors” - those using twice as many technologies as their peers - have more high net worth clients and higher AUM.
In order to completely follow up on the customer’s journey, enterprise business organizations need to implement different tools that will allow them to engage their customers the right way. Consumers need to be engaged online in order to create entry points that will lead to a successful purchasing process.
Creating such a customer journey isn’t an easy task. It is important to know which tools to use and how to use them to empower your business and allow customers to take their purchase in their own hands.
Let us start this one with a few rounds of word association. What do the following words remind you of - Golden Gate Bridge, baguette, Big Ben? The answers are quite obvious aren’t they? This is how you should leverage your local SEO as well, giving your users something local to work with.
Adding local content to your website will help you become more visible for a local audience and get better ranks, by giving your users what they want.
A radically diverse, globalized and digitally connected generation, millennials are set to take the stage. They already make up almost half the US workforce and will soon hit peak earning potential. Over the next 30 years, they’ll inherit 30 trillion dollars from their baby boomer parents.
The growing clout of the millennial investor represents a huge challenge for financial advisors and companies, at risk of serious disruption. Research shows millennial investors are conservative with their money, don’t trust financial institutions, and are turning by the millions to robo-advisors — now a 55 to 60 billion dollar industry. According to a 2014 report by UBS, just 14 percent of surveyed millennials said they would consult a financial advisor on a major decision, as opposed to 40 percent of non-millennials.
Customer service has recently become one of the most important parts of the consumer journey. Companies don’t only sell products, but also offer a comfortable buying experience to the purchasers, in an attempt to create a solid base of loyal consumers. It is now very easy to leave reviews and feedback about a brand through social platforms, so both negative and positive comments concerning customer service have a huge impact on sales.
Therefore, many companies are trying to improve their customer services, having in mind that the customer journey is evolving . In this article, we will present you the 10 best customer service methods that can increase sales.
Back in 2012, when Maximizer CRM Wealth Manager was first launched, the mission was simple—provide a client relationship management solution for wealth managers. We accomplished this remarkably quickly and with each release, developed our solution beyond the expectations of the market and our customers. As our product evolves, we thought the name should change too—which is why we’re introducing Maximizer CRM for Financial Advisors.
Employers play a major role in improving their workers’ motivation and morale. Low morale and motivation can quickly lead to poor cooperation and decreased productivity at the workplace. This can in turn hinder the business from reaching its goals and achieving the required amounts of success. It is thus vital to come up with effective strategies to build employee motivation and morale. Here are my top five strategies to improve your employees’ morale and productivity.
Successful CRM users understand that their system acts as a central repository of customer and prospect information. When used effectively, it empowers salespeople to track and qualify incoming leads, and enables management to visualize their sales pipeline at both the company and rep levels.
But getting the best return-on-investment from your CRM ultimately depends on realizing productivity gains: salespeople – from reps to the director – need to complete tasks in as few clicks as possible.
2015 marked a demographic milestone: for the first time ever, there were more people in Canada aged 65-plus than there were under age 15. By 2036, one in four Canadians could be 65 or older.
The Internet of Things. The Third Platform. Social, Mobile, Analytics and Cloud – or SMAC, for short. The rise of SMAC seems meteoric and pervasive. People who don’t have a smartphone or use social media are outsiders, rather than the norm. So how did this come to be?
Every business should understand the power of social networks. Their combination of size, low barriers to entry and the speed with which information can be distributed are huge factors to their continued success. It also makes social sharing a tremendous opportunity, but one which must be used with care. Not all social sharing makes sense – indeed, some types may even damage your standings in those all-important search rankings.
The entire purpose of designing an e-commerce website is to make it convenient for users to purchase products and services. A simple way of encouraging conversions is by incorporating CTA (or Call-To-Action) in the website by way of buttons, images and links accompanied by an actionable text that explains to the visitors the outcome of their actions. If your website has been receiving a lot of traffic, but the conversion rate does not seem to be good enough, among the many potential reasons, there often is the lack of well-designed and strategically placed CTAs.
Cyber criminals exploiting a security flaw in unpatched installations of Microsoft’s Windows XP operating system brought many organizations around the world to their knees on Friday 12 May, with their so-called WannaCry ransomware attack that locked users out of their computers’ files.
Maximizer is moving into Concord Pacific’s award-winning One Pacific building in Vancouver’s Yaletown tech-hub. This is our grand return to the downtown core after a six-year hiatus, and a move symbolic of our transformation as a company. Maximizer is moving up in many ways, with 14 staff added in the last six months alone. From today, we’ll be rubbing elbows with software giants at the centre of Vancouver’s burgeoning tech scene. Microsoft Canada’s new office is in plain view — while SAP’s recently renovated lab is just two blocks away.
What do you think is the most influential factor that can make your business profitable? Since you’re dealing with customers, it’s highly likely this factor involves the ability to impact their decisions and buying behavior.