PROBLEM TO SOLVE:
No online client portal
New, remote clients with no process to service effectively
Frequent technology setbacks
Staff overloaded
Marketing non-existent
No effective processes in place
Stagnant AUM and client growth
Ineffective IT, Admin staff and bookkeeper
SOLUTIONS RECOMMENDED & IMPLEMENTED by COO:
CRM: Redtail CRM
CRM EMAIL: Redtail CRM and Redtail Email Archive integrated via transporting
APPOINTMENT SCHEDULING: Redtail – Outlook – Time Trade integrated
PORTFOLIO MANAGEMENT: Black Diamond-Redtail CRM- eMoney integrated
PFM PLANNING: eMoney with active use of client portal and PFM
MARKETING TECH: MailChimp – Redtail CRM integration
OUTSOURCER: IT provider placed on retainer for proactive firewall, spamware, and hosting server offsite
LEAD COLLECTION: Precise FP – Redtail integrated
PROCESSES: Web to lead, New lead, New Prospect, New Client
NEW HIRE: Onboarded and trained new hire
MARKETING CONTENT: Identified planning-centric commentary to use in new marketing
TRAINING: Trained all staff on high-adoption use of tech
STRATEGY: Provided owners with ideas to create a planning-centric experience, message content and delivery
VOIP: Reliable VOIP system with better fiber internet
OUTSOURCER: Bookkeeper and Payroll using QuickBooks Online
BOOKS: QuickBooks Online
RESULT:
New hire quickly working at maximum productivity
Senior Planner delegated admin work and provided more proactive planning to current and new clients
Owners able to change message, add marketing, and mentor new hire
Less work per client
Reliable remote access to core software programs
Started succession planning
Clear understanding of profitability and P&L
Offered improved, modern, higher-value client experience
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