Run an advisory practice on real numbers.
Campaign ROI, appointment conversion, advisor pipeline, and current client account insight in one system instead of a folder of spreadsheets.
The numbers an advisory firm steers by.
Registered investment advisors need a complete view of their marketing and their business performance. Appointment conversion ratios, campaign return, advisor pipelines, and current client account insight all matter, and so does tracking service requests through to resolution.
What spreadsheets cost an advisory practice.
Most advisors manage this data across several spreadsheets, which leads to:
- Hours of maintenance that produce no advice and no revenue
- Information that is out of date by the time anyone reads it
- Leads that go cold because a follow-up was never triggered
- Complex formulas that break quietly and are trusted anyway
- Marketing spend with no clear process for nurturing what it produces
Automation and reporting that a generic CRM cannot match.
Other CRMs lack the customization and automation Salesforce provides, and advisory firms need the system shaped around their process rather than the reverse. They also tend to require exporting data to a spreadsheet before it can be analyzed, which puts the firm back where it started.
- A CRM tailored to the metrics that are specific to your firm
- Marketing effort, campaign return, conversion ratios, advisor performance, service needs and live account data managed together
- Simplified processes that remove multiple spreadsheets and manual entry
- Comprehensive tracking in one platform rather than one report per system
FAQs
What makes this different for RIAs specifically?
The metrics. An advisory firm is measured on referral and appointment conversion, advisor pipeline, and service responsiveness, so the configuration starts from those rather than from a generic sales funnel.
Can you help us manage marketing campaigns more effectively?
Yes. We integrate the marketing system with Salesforce so campaign return, conversion ratios, and source attribution are tracked against real opportunities instead of estimated after the fact.
See our Account Engagement servicesHow do you integrate with our financial systems?
We have integrated Salesforce with the platforms advisory firms commonly run on, including eMoney, Wealthscape, Schwab, Black Diamond, and Orion, to give the firm one current view of the client.
See our integration servicesHow does this improve day-to-day data management?
Salesforce automates the maintenance that advisors currently do by hand, which reduces error and keeps the reporting current, so the numbers in a Monday meeting are the numbers as of Monday.