A national hybrid RIA aggregator with $6 billion of assets under management had a vision to lead the hybrid industry in automation and efficiency but needed our support to create a centralized data platform to support its mission.
How We Solved It
F2 Strategy partnered with the firm’s CTO on a 12-month project to transform their data architecture while maintaining exceptional client and advisor service along the way. The work began with strategic meetings and yielded a clear vision that allowed our experts to pinpoint gaps and required changes. From there, we fixed underlying systems (CRM), stood up a data strategy and governance committee, supplemented vendors, and built the integrations and framework.
The resulting robust operating model is now used to optimize the advisor and client experience. Advisors enjoy a truly integrated ecosystem that leverages “one source of truth” across multiple systems limiting mistakes, redundancies and manual support. Additional benefits the firm reaps include faster billing, a reduction in vendor licensing costs and operational costs as well as real time visibility into the health of business and an increase in firm valuation.
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