Advisor, Devon Wilson faced increasing competition and wanted to increase his revenue, but old manual processes and the generic CRM he had been using were holding him back.
The solution was to centralize all his client data and automate his workflows with Equisoft/connect.
Read the case study to get:
- Insights into how to minimize effort and improve client service with centralized data feeds
- Tips for saving time and reducing costs through automated workflows
- Ways to automate compliance so you can spend less time worrying and more time on client needs
Elevate Productivity #
Devon was struggling with disconnected systems, manual processes, and time-consuming admin work. He transformed his practice, reduced frustration, and grew sales by implementing the Equisoft/connect CRM solution. It enables him to automate his workflows, streamline client data management, and improve his efficiency. The result? Time saved, roadblocks eliminated, and an advisor's core purpose - guiding clients - brought back into focus.
Sales & Strategy Go Hand-in-Hand #
A CRM that is purpose-built for today’s advisor can not only optimize operations but also boost sales. She how Devon leveraged Equisoft/connect to strategically enhance client engagements, identify cross-selling opportunities, and elevate sales. The integrated data feeds and centralized client profiles mean quicker, more accurate client interactions, turning potential prospects into loyal clients.
Compliance Made Simple #
Yet, With Equisoft/connect, the intricacies of ensuring complete adherence to regulations and providing a defensible audit trail is automatic. From recording client interactions to providing insurance-specific templates, it's all about giving advisors the peace of mind they deserve.
Grow your Practice #
Equisoft/connect does more than just improve the quality of transactions today. It sets the stage for future growth, allowing advisors to plan, project, and prosper by providing annual planning, sales projections, and client engagement strategies for the advisor.
Discover the Equisoft Difference #
Read the case study now to see how an advisor-specific CRM can redefine practice management, ensure compliance, and increase sales.