Hi Everyone!
This month, I would like to begin with a fundamental question that most readers have considered and answered before - but are not sure where to begin or how to implement.
How can Advisers Grow AND Increase Profitability? Grow AUM without Increasing Staff!!
Employing business automation, business intelligence and business management solutions may sound scary, but not if it’s all done in a single software solution that will dynamically adapt to who you are, what you do, how you do it and the information you need to do it.
So when different people at your firm log into the same application, they’ll see different streams of data pushed out to them. The data is always context sensitive, depending on who you are…that’s the magic of our spotlighted solution this month –
ClientLogix CRM
.
Imagine how much time and money could be saved if your personnel stopped wasting time sifting through piles of data in multiple systems, and instead, the information they need every day was proactively presented to them. The result is that existing staff – Operations, Compliance, Client Service, etc. – can serve more clients AND do a better job at it.
Win, Win, Win!
Best Regards,
David Gemma
CEO/CMO at UNAPEN
