The right cloud-based marketing and client management app could make a difference for your business. Sycamore Company offers guidelines for choosing an app in this article written for the Advisor Advocate.
Choosing the Right Client Management App
By Sycamore Company*
Your RIA business may benefit from a cloud-based marketing and client management app in the following ways:
The right app should allow advisors to integrate prospect lists, automate marketing efforts and organize the sales process. Enhanced marketing automation should be available with out-of-the-box integration using add-on marketing apps.
2. Managing Clients
Make sure nothing falls through the cracks. Instant access to all client activities can be a big benefit when a client calls. The tool should be able to quickly display and filter all past activities that have been completed and open issues that need to be addressed.
Advisors today spend a lot of time on the road visiting clients and need tools that will travel with them. Cloud-based apps for a tablet or smart phone can allow the advisor to manage client needs right from the kitchen table.
4. Data Aggregation
A client profile should be more than simply tracking client names, addresses and telephone numbers. Access to clients’ portfolios and holdings is essential if an advisor wants a true 360-degree view.
5. Outlook / Google Integration
Client management software should easily integrate bi-directionally with leading apps so that recording emails, creating new contacts or leads, and synchronizing contacts, calendars, and tasks all happen seamlessly.
6. Paperless Office
Going paper-free has been a long-time dream for many advisors. Now it is possible through integration with online forms vendors like LaserApp Software®.
Explore the Scottrade® Strategic Resource Center to connect with Sycamore Company and other organizations that specialize in technology, compliance, research, education and marketing. Many of these resources offer discounts to advisors who custody assets with Scottrade. (Scottrade provides this resource for informational purposes and does not specifically endorse any of the businesses within the directory. Scottrade also does not pass judgement as to whether those services are appropriate for specific business needs. Be advised this is not a full and comprehensive list of businesses that offer these types of products or services and that advisors are responsible for doing adequate research before making any purchases.)
*Sycamore Company’s client management application presents your client information in an easy-to- use, intuitive interface. Customizable dashboards and automated tasks help you stay connected with your clients and prospects. Integration with the Scottrade® Advisor Platform simplifies the data management process.
Scottrade and Sycamore Company are not affiliated. Sycamore Company’s website contains information that may be of interest or use to the reader. Third-party websites, research and tools are from sources deemed reliable; however, Scottrade does not guarantee accuracy, completeness or timeliness of the information, is not responsible for statements, offers or products issued and makes no assurances with respect to the results to be obtained from their use. No information presented constitutes a recommendation by Scottrade or its affiliates to purchase any product or instrument discussed therein or engage in any specific strategy. Please research any product or service carefully before purchase.
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