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The whole idea is being proactive, rather than reactive. Advisors are ready with details, rather than scrambling when a client calls.
While not all software can help firms magically pare down their staffing needs, they can help uncover extra time for existing staff. The British Columbia-based Pareto Systems’ CRM program links portfolio data to organizational charts so that an advisor can see what needs to be done, and what other team members are already tackling, reducing double duty. The software sends updated reminders about what details need to be pulled before an upcoming client meeting, can link with email programs like Outlook grabbing contact data instantly from client records, and can also be accessed from a Palm or Blackberry should an advisor need to call a nervous client off-hours. "The whole idea is being proactive, rather than reactive," says Duncan MacPherson, Pareto’s co-founder and co-CEO. Advisors are ready with details, rather than scrambling when a client calls.
-Duncan MacPherson, Pareto’s co-founder and co-CEO, in How Technology Can Help Planners Clean up Their Operation
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