michael.pendergrass
Acronym
ReachStack
Product ID
ReachStack
Description
ReachStack is Communication & Intelligence solution for Wealth Management firms
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Details
- Wealth management firms using ReachStack's Client Communication & Intelligence solution deliver more efficient growth across the enterprise,
- The growth premise is simple. Survey data shows more informed Clients are happier, and happier clients give more referrals for Advisors.
- ReachStack makes it easy & efficient to increase Advisor-Client communication by 10X, with 70% Advisors participation and 44pt higher NPS.
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- ReachStack provides an easy & efficient way for Wealth Management firms with +3 Advisors to quickly Client communication across entire enterprise
- We provide 2 options depending on a firm’s resources. (1) Do-it-Yourself Enterprise Platform. (2) Fully Managed Solution.
- Both options come with a variety of content options and Advisor Opportunity Dashboard integrated into an Advisor’s CRM.
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- So what do Advisors send to Clients 30x a year?
- Each firm's Advisor-Client communication program is based on their objectives, but most of our programs deliver 24-50 communications a year from 4 areas.
- Note: Communications are personalized based on each Client's Interest Profile (part of ReachStack's unique Client Intelligence function).
Features
ReachStack is Communication & Intelligence solution for Wealth Management firms:
- Easy & Efficient to scale Client communication for impact
- Firms provide Done4U Advisor Communication Service
- Advisors get actionable Opportunity Dashboards in CRM
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Management Style
Schwab Products
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