the next level in wealth management: positioning your business to grow

The Next Level In Wealth Management:

Positioning Your Business To Grow

John Easton - Director, Wealth Management Vertical

jeaston@maximizer.com

John Easton Director – Wealth Management Vertical

Having been at Maximizer for over 18 years, John has previously held the titles of Product Manager, Manager of Product Management, Director of Product Management, and Director of Key Accounts.

With a background in both technology and economics, combined with nearly 25 years in the software industry, John tailors and delivers products to the specific markets that require them.

Today’s Speaker

Positioning Your Business to Grow

• Positioning your Business to Grow

• Presenting Maximizer CRM Wealth Management

• 31% OF THE NORTH AMERICAN FINANCIAL

ADVISORS SURVEYED LISTED “PAPER

NOTES/ROLODEX/ STICKY NOTES” AMONG THEIR

THREE LEADING TOOLS FOR MANAGING

CUSTOMER RELATIONSHIPS, WHILE 12%

ENUMERATED “I KEEP IT ALL IN MY HEAD”

• TOP FINANCIAL ADVISORS – DEFINED BY CLIENT

AND REVENUE GROWTH AS WELL AS ADVANCED

USE OF TECHNOLOGY AND CRM – HAVE AN

AVERAGE CUSTOMER ATTRITION RATE OF 1%

WHILE ALL ADVISORS ON AVERAGE HAVE AN

AVERAGE RATE OF 12%

• Build a Foundation – Structure

• Emulate Practices of Top Advisors

• Provide Superior Client Engagement

• Get Systemized

Build a Foundation - Structure

• Organized

• Systems

• Automate Processes

• Technology Budget

• Tools

Priorities of Top Advisors

Highest Priorities in 2014

10%15%20%25%30%35%40%45%50%

Focus for Technology in

Where are you using

automation?

Mobile Access to Client

Information

Emulate Practices of Top

Advisors

• Organized

• Systemized

• Invest in technology

• Use Industry specific CRM

Organized - Provide Superior

Client Engagement

• Improve Client Experience

• Value of Building Relationships

• Prevent Attrition

• Increase AUM

Be Systemized

• Capture key details – 360 degree view

• Automate repeatable processes/tasks

• Track everything – 3 C’s

Be Systemized

Employee Efficiency

61% OF ADVISORS WHO PAY FOR CRM SYSTEMS DON’T EVEN USE THEM IN A MOST BASIC AND USEFUL WAY:

TO CAPTURE NOTES FROM CLIENT CONVERSATIONS

Supported on all devices

Employee Efficiency

CRM systematizes and streamlines by

providing a single platform for organizing

• every task, appointment and activity

• team collaboration and task management

• client communications and correspondence tracking

• templates and workflow

• financial profiles of client assets and investments

• dashboards and reports

Maximizer CRM

Wealth Management Edition

• 25 years old

• Includes the full CRM platform

• No add-ons required

• Made specifically for Financial Services Industry

professionals

CRM systematizes and streamlines by

providing a single platform for organizing

• every task, appointment and activity

• team collaboration and task management

• client communications and correspondence tracking

• templates and workflow

• financial profiles of client assets and investments

• dashboards and reports

Maximizer CRM

• Single consolidated Household view

• 400+ industry specific custom fields

• Catalogue of common client searches

• Workflow templates to manage process

• Account Management module

• Auditable trail of all interactions

• Specialized Dashboards to monitor results

• Flexible

Single Household view

Industry specific fields

Key Field Views

Key Field Views - Personal

Key Field Views - Basic

Key Field Views - Financial

Key Field Views - Activities

Key Field Views - Contact

Client Search Catalogue

Action Plan Workflows

Opportunity Management

Dashboards – Clients

Dashboards – Renewals

Dashboards - Reviews

Dashboards – Advisor

Performance

Client Interaction – Audit Trail

Flexible – nothing locked

• Custom fields

• Key Field views

• Catalog searches

• Column views

• Dashboards

• Action Plans

Maximizer CRM

What else?

• Anti Spam compliance

• Outlook Email integration

• Auditing

• Mobility

Canadian Anti-Spam Law

Auditing

• Who changed what? When?

• Clients in litigation with former Advisors over

disputed instructions

Auditing

Outlook Email Integration

Mobility

Positioning Your Business To Grow

CRM is the cornerstone to superior

organized/systemized client engagement

Thank You!

Questions

jeaston@maximizer.com

the next level in wealth management: positioning your business to grow

wealth management growth

tax management

management aum

director of product

manager of product management

maximizer software

software industry

financial matters

Software

grow my wealth - scb s · 2020-01-21 ·...

positioning temperature sensors for frost … · protection...

core strength positioning cards - tools to grow, inc....

what makes wealth grow? a wealth sensitive...

to grow the economy we will look at the primary sources of...

wealth management – strategic opportunities for growth ·...

section 4 traditional wealth building does it work?...

the changing wealth of nations 2021 - homepage | unece ·...

post-pandemic wealth management opportunities · health...

key ways to preserve family wealth across the … ·...

how to grow your wealth? complete guide

grow your wealth, protect your future - kotak mahindra...

all cash vs. non-recourse mortgage - how a real estate ira...

the racial wealth gap...same financial gains as whites as a...

the investment which will grow your wealth 5 to 10 time in 3...

currencies emerging market underweight neutral … ·...

positioning and selling a pms product challenges and ... to...

“grow your business, grow your wealth” accounting & tax...

how to grow your business and its wealth - 1300 00 8332

best practices to grow wealth management – cetera guide...