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Wealth management firms using ReachStack's Client Communication & Intelligence solution deliver more efficient growth across the enterprise,
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The growth premise is simple. Survey data shows more informed Clients are happier, and happier clients give more referrals for Advisors.
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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
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We provide 2 options depending on a firm’s resources. (1) Do-it-Yourself Enterprise Platform. (2) Fully Managed Solution.
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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?
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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.
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Note: Communications are personalized based on each Client's Interest Profile (part of ReachStack's unique Client Intelligence function).
Product Description
About this Product
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
About ReachStack
ReachStack is an impact focused Client Communication & Intelligence solution for Wealth Management firms with +3 Advisors. Impact comes from 10X increase in Advisor-Client communication levels, 75% Advisor participation rates and higher Client satisfaction / referrals. Using ReachStack's intelligent, centralized platform, your firm will provide Advisors with an easy, efficient & compliant Client communication service, removing that manual workload. Advisors also get actionable Opportunity Dashboards & Client Interest profiles automatically integrated into their CRM. These Sales Intelligence tools increase Advisor productivity telling them who to call and what to talk about. ReachStack provides option for both firm run or fully managed programs. Content is provided by the firm, licensed from 3rd parties or developed specifically for your firm. Please contact us for a demo and pricing.
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Serving RIAs Since
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
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Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
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