Avalon’s technology and client interactions will become one of the highest sales and retention points for clients. Laser-focused on predictive client interactions and frictionless digital experiences.
Expanding Avalon’s position in the market as a trusted, known-partner for wealthy Texans with complex financial needs.
Extreme focus and attention to the details of our clients interactions. Servicing our clients with delightful experiences throughout the journey with Avalon
Ensure our end-investors receive bespoke, predictable experiences every single time they interact with their relationship team. Our defined processes will enable enhanced efficiencies to the service teams; empowering them to focus on their clients' holistic needs.
Optimize Salesforce to create a centralized, elegant and repeatable process for users across the firm. These enhancements will increase efficiencies, giving advisors and relationship teams the ability to continue delighting their clients while also prospecting and propelling their businesses forward.
Provide a modern implementation of investment strategies by leveraging strategic tools and processes to support the expanded AIP/SMA platform.
Innovate along our technology journey. Avalon is committed to incorporate ongoing projects to continuously make life at Avalon better, more efficient and streamlined for our advisors, advisor teams and clients.
Great data empowers a hyper-personalized experience for advisors, relationship teams and clients. Critical and often over-looked, effective data management is key to Avalon’s ability to continuously innovate into the future. The technology vision unlocks client insights, creates a single-source-of-truth, provides vendor optionality and will lower long-term costs for the firm.
Clients and advisors will experience an enhanced, high-end reporting experience, powered by exceptional data and insights, that will account for the new portfolio construction and implementation processes going forward.
Establish a compelling and bespoke digital experience for our clients through a mobile-first approach. Our operational excellence, data management and client insights will be streamlined into unique, scalable and high-end experiences. Our approach will empower our advisors and relationship teams to grow their business while delivering the exceptional service our clients deserve.