A hybrid RIA-broker/dealer sought our support as they moved from an outdated on-premise CRM system to a modern integrated cloud platform.
How We Solved It
We started with a complete vendor analysis and needs assessment, a process that typically includes an analysis of business needs, user persona identification, and data needs, and moves into current and future workflow analyses. Once the analysis was complete, we implemented a full data migration, and CRM configuration process in parallel with an organization data strategy project. Our CRM migration process concludes with testing, training and a BAU transition plan for ongoing maintenance and support.
Once the CRM migration was complete, this hybrid RIA-broker/dealer had a modern, more effective CRM platform that was highly integrated with data architecture and marketing tools.
Need help migrating your CRM? Contact us to design your digital client journey.