Elevate Your CRM System

Customer Relationship Management (CRM) Consulting for Financial Advisory Firms

Client Reviews

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Custom CRM Implementation

Unlock Your Firm's Potential

Generate business insights by creating reports on important metrics
Increase time efficiency and productivity by automating routine processes
Improve client servicing by centralizing data to the contact record

What if you could tap into 10+ years of experience to deliver a higher level of service, more consistently, to more clients by consolidating all of your data so it’s centralized and accessible??

Reach out to Stephanie

Tracking and analyzing data created with your Customer Relationship Management (CRM) software can help you identify trends sooner, communicate more effectively, and target your marketing and retention efforts better.

Meet Stephanie

Stephanie Dannebaum, ChFC®, MBA / MPP

10+ Years in the Financial Services Industry

Former Financial Advisor with Extensive Experience in Investment Management, Financial Planning, and Operations

CRM Strategic Partner

Official Redtail CRM Strategic Partner & Qualified Wealthbox CRM Subject Matter Expert

AdvisorTech Subject Matter Expert

Passionate About Technology with Expertise in Integrating Financial Advisor Software

Advanced Degrees and Certifications

Master of Business Administration (MBA)/ Master of Public Policy (MPP), Chartered Financial Consultant (ChFC®)

Our Custom CRM Services

Align your Customer Relationship Management (CRM) software with your firm’s unique processes to drive efficiency and success. Our core offerings include two key services, with customized CRM implementation as our flagship solution.

Custom CRM Implementation

CRM Strategy & Training

Testimonials

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These reviews are based on verified experiences from individuals and firms. The ratings and comments reflect each customer's own views and opinions and they were not compensated for their responses.
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Achieving digital transformation is critical for financial advisory organizations.For Registered Investment Advisor (RIA) firms, one of the most important technological tools is a Customer Relationship

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