Your CRM System

Customer Relationship Management (CRM)

Strategic Partner for Financial Advisory Firms

Client Reviews

5.0 out of 5

Optimize Your CRM System

Customer Relationship Management (CRM) software is a powerful tool that can revolutionize the way your business can operate.
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

Client Reviews

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Unlock Your Firm's Potential

Deliver a higher level of service, more consistently, to more clients by consolidating all of your data so it’s centralized and accessible. 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.

Schedule a Complementary Discovery Call 
to find out how we help firms quickly implement and enhance
 Customer Relationship Management (CRM) features.

Meet Stephanie Dannebaum, ChFC®, MBA / MPP

stephanie dannebaum crm implementation consultant

10+ Years in the Financial Services Industry

Experience in multiple departments including: Operations, Financial Planning, Investment Management

AdvisorTech Subject Matter Expert

Experience with dozens of Financial Advisor Technology, specifically at the intersection with CRM Software (Redtail Technology & Wealthbox CRM).

Advanced Degrees and Certifications

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

Our Services

Ensure your Customer Relationship Management (CRM) software is synchronized with your unique procedures to empower your firm.

CRM Strategy & Training

CRM Implementation

Pricing is dependent on services chosen.

What our CRM Consulting clients say

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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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