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SalesPage Broker/Dealer: Back-Office CRM for Advisor Recruiting, Transition and Service

SalesPage Broker/Dealer: Back-Office CRM for Advisor Recruiting, Transition and Service. Back-office CRM for Broker-Dealers. 2012 SalesPage Survey – CRM Usage.

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SalesPage Broker/Dealer: Back-Office CRM for Advisor Recruiting, Transition and Service

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  1. SalesPage Broker/Dealer: Back-Office CRM for Advisor Recruiting, Transition and Service

  2. Back-office CRM for Broker-Dealers

  3. 2012 SalesPage Survey – CRM Usage Figure 1: Does your firm use a formal CRM system to manage the relationship, communication, and workflow between your back office and your advisors?

  4. 2012 SalesPage Survey – CRM Satisfaction Figure 2: Rate your satisfaction level with the CRM system(s) you are utilizing.

  5. 2012 SalesPage Survey – Processes in CRM Figure 3: Which processes are managed through your back‑office CRM system(s)?

  6. 2012 SalesPage Survey – Satisfaction Gap Figure 5: Satisfaction gap between the stated importance of tracking processes with CRM and the actual use of CRM to track those processes.

  7. CEB TowerGroup Research 2013 • 67% of firms increasing technology spend “Firms are looking from the front office to the back office for opportunities to better support prospecting and client service objectives for financial services advisors.” CEB TowerGroup Senior Research Directors

  8. Chip Kispert – Beacon Strategies • “The pace of IT implementations this year have been fast and furious.” • “Business Process Management is evolving as a key driver of technology decisions.” Beacon Strategies blog – February 15, 2013 www.beaconstrategiesllc.com

  9. What are some common examples of work flow and integration? 1. Marketing / Recruiting Campaigns2. Audit Management

  10. What is coming?

  11. August 2011: 7% Mobile Web Traffic Source: comScore

  12. August 2012: 13% Mobile Web Traffic Source: comScore

  13. Proliferation of Video Source: comScore

  14. Effectiveness of Video After 72 hours, a typical person can retain… • 10% of text that they’ve read • 65% of an image they’ve seen • 95% of a video they watched Source: Startup Nation www.startupnation.com/businessarticles/9850/1/internet-marketing-trends-2013.htm#8TQeQOXW0ZLitPiX.99

  15. What is your plan? Tablet apps (standalone or integrated with CRM) • Auditing • Recruiting • Literature distribution • Practice management Video for (integrated with back-office CRM) • Trainingand continuing education • Practice management • Technology support

  16. Thank you! SalesPage Contact: Aric Faber Executive Director, Broker/Dealer E-Mail: afaber@salespage.com Phone: 269-567-7401

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