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Integrating CRM Data into NorthStar Wealth Workflows
Most advisory teams must use between seven and twenty standalone, un-integrated applications daily just to do their jobs. According to a Curian Capital 2007 survey of over 800 advisors, 60% of advisors who use manual processes and un-integrated applications say they can no longer scale their business.
To reduce the costs of scaling their business and increase staff productivity, leading firms turn to NorthStar CRM-integrated Wealth Management™ software because it provides advisory teams a seamless, integrated wealth management solution that:
- Brings client data stored in existing CRM systems into NorthStar wealth workflows.
- Delivers the wealth infrastructure and client management processes required to increase staff productivity and efficiency.
Ideal for firms that offer managed accounts or alternative investment products to affluent clients, NorthStar CRM-integrated Wealth Management software allows wealth managers to eliminate data re-entry and searching among countless applications. With streamlined access to CRM-established information as well as sales and retention tools, wealth managers are freed to spend more time acquiring and servicing clients.
NorthStar CRM-integrated Wealth Management enables wealth managers to:
- Increase productivity by reducing administrative time by up to one-third. CRM-stored data such as client information, client service events, contacts, opportunities, accounts, entitlements, and security policies are seamlessly passed to NorthStar.
- Reduce the total cost of customization and integration by bringing existing CRM information seamlessly into NorthStar.
- Reduce complexity of the desktop through a single, integrated 360-degree view of clients, their relationships and holdings instead of the many applications most advisors have to navigate daily.
- Increase revenue by closing business faster. Advisors can quickly access and apply NorthStar’s dynamic wealth management tools such as asset allocation, portfolio analytics, product selection, and professional proposal generation.
- Proactively manage client relationships with higher level advice. Wealth managers can set up NorthStar to send client alerts, automatically service an account, re-balance a portfolio, or take action triggered by life events such as retirement.
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Key Capabilities
Acquire more clients with pre-packaged NorthStar Client Acquisition Solution or these capabilities available individually:
- Prospecting & Client Profiles
- Proposal Generation
- Financial Assessment
Plan wealth holistically with:
- Wealth Planning
- Investment Policy Statement
- Asset Allocation
Manage complex portfolios with:
- Product Research & Selection
- Portfolio Construction
- Client Wealth Management
Report more customized output with:
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