CRM Implementation

Company required a solution that integrates with their financial planning software to improve visibility into client communications, enhance collaboration, and boost overall daily efficiency

SOLUTION

Implemented RedTail CRM (an Orion company) due to its easy to use platform for non tech savvy users

  • Built workflows for Financial Plan creation, client onboarding, and asset retention

  • Integrated eMoney Financial Planning software to capture end client assets

RESULTS

  • Strengthened client relationships by allowing visibility into their entire financial picture

  • Improved transparency into cross-functional teams' daily tasks by establishing a clear accountability trail for each workflow step, ensuring nothing is missed

  • Customized reports to track asset transfers in process to increase Assets Under Management (AUM)