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The financial services industry is rapidly changing, and client expectations are higher than ever.  Everyday it’s becoming more challenging for advisors to juggle between the roles of an investment advisor, financial planner and a business manager; all while managing their operational needs and being compliant with the investment regulators to deliver high quality client services.  

Have you ever considered a simple solution that can help keep you on track while multitasking between each of those business roles? It’s always a relief to make time to do the things you enjoy doing the most, in this case solely focus on managing your client’s capital. In order to be effective and not get yourself stuck in mundane tasks, it’s important to set yourself and your team up for organizational success. This is where a CRM can help keep all your client information in one place, help establish a clear communication channel within your company and keep you connected with your clients anytime, through mobile access.   

For leading a successful financial practice, among other volatile factors, advisors often focus on areas that are most often in their control: client experience and maintenance, and lead generation. As an advisor, you are responsible for details regarding your client’s account information and if you have this information available at your fingertips, it creates a smooth onboarding process on both ends of the advisor-client relationship.   

Maximizer CRM for Financial Advisors was built by advisors, for advisors. Our CRM provides solutions to better understand and customize your clients’ needs, capture valuable data and helps you remain compliant. Essentially, the system gives you a competitive edge among your competitors and makes you thrive for higher results.  

Let’s dig further into how Maximizer CRM for Financial Advisors can help you focus on those highly controllable areas mentioned above:  

Client Experience & Maintenance  

One of the benefits of using a CRM is the ability to track conversations and locate notes that are stored in Maximizer simply and painlessly. When it comes to legal issues such as being audited, financial advisors must be prepared to retrieve notes or conversations they’ve had with their clients. Maximizer gives you confidence by storing, updating and maintaining client records on the go.    

Maximizer also helps manage your client’s expectations, by identifying who some of your top clients are and enables you to better meet their needs. Our CRM helps you engage with your clients and reach out via emails about changes in their accounts, send event invitations and personalized condolences or birthday wishes for their major life events.  

Lead Generation  

Maximizer CRM gives you an overview of what step of the process your leads are in the customer lifecycle. You can get detailed insights on who you’re talking to, what you need to be talking about, and how far you are from closing that sale. For example, if you initiate a conversation with a prospect at the first touch point, and have built a successful rapport, you can create a note under their account to refer to, prior to meeting them again. This helps you start off exactly where you left off, preventing you from repeating your conversations and exhausting your leads. This approach can impress your leads and imply attentive behavior providing a personalized experience at every step of the journey. Not only does this reduce prospecting time, but also boosts sales productivity. 

Customer Relationship Management Software can help you nurture your leads and track your progress. The system enables you to build long term relationships and track every lead from the moment they begin their journey with your product. This enhances and streamlines the sales process and ensures better conversion rates for you and your team. 

In Summary 

CRM software is not only extremely useful, but a necessity for today’s modern financial advisor.   

  • It gives you a 360-degree view of your clients, which allows you to provide better service in a timely manner.   
  • As advisors, you become better at targeting your leads by guiding them through the sales pipeline of CRM, without losing any opportunities and tracking their progress effectively.  

Maximizer CRM for Financial Advisors can help streamline your business processes and take the next step in communicating effectively and openly with your clients. For more information about our software and its capabilities contact us to connect with one of our CRM experts, or start a 30-Day Free Trial.

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