Using Customer Relationship Management and Onboarding Solutions to Improve the Customer Experience
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Customer Relationship Management and automated Onboarding solutions are key technologies that can be used to enhance the client relationship and make life easier for advisors. This whitepaper explores the differences and benefits of each technology, explains how and when to use each, and demonstrates how the two can work together for the benefit of end investors.
Today’s financial services environment is growing more complex, more competitive, and more technologically advanced. Industry rules and regulations, along with competitive pressures and the need to attract new advisors, force firms to look for new solutions to give them an edge. One key area that firms focus on is the client relationship experience. This starts from the time you first recognize a prospect and carries through the life of their relationship with your firm. You need solutions to help manage the various components of the client experience: contact information, contact activity, onboarding process and engagement with the firm, and continuing to monitor life events and stay in sync with their growing needs.
Effective firms look to technology to help manage this massive set of requirements and challenges. But a common mistake is to try and find one solution that can manage it all. This whitepaper will explore two of the most common solutions that are often considered to meet the challenge – Customer Relationship Management (CRM) solutions and New Account Opening (NAO) / Client Onboarding solutions. The goal is to identify the key benefits of each, recognize where there may be overlap, identify some of the key differences, and ultimately show how the two could (and should) work together to provide the most robust and effective solution.