Wealthbox and Perennial Financial Services Expand CRM capabilities for Enhanced Client Management
In a significant development for the financial advisory sector, Wealthbox, the leading CRM software designed specifically for financial advisors, has announced a new enterprise CRM agreement with Perennial Financial Services. This partnership marks a crucial step in improving operational efficiencies for advisors at Perennial, which is one of the rapidly growing Hybrid Registered Investment Advisor (RIA) firms affiliated with LPL Financial. Over the past four years, Perennial has been recognized for its impressive growth in net new assets and client relationships.
The new agreement allows Wealthbox's innovative CRM solutions to be utilized by more than 40 licensed advisors and support staff at Perennial. This modern CRM system is pivotal in streamlining operations and fostering better teamwork among advisors, ultimately enhancing the experience provided to clients.
Wealthbox stands out in the industry for its user-friendly interface and powerful workflow automation capabilities. These features enable financial advisors to manage client interactions more effectively. Jomin Bishop, VP of Enterprise Sales at Wealthbox, highlighted the benefits of this relationship, stating, “We are excited to provide Perennial with a best-in-class CRM that aligns with their commitment to serving clients with excellence. Wealthbox equips Perennial's advisors with essential tools to enhance client relationship management, streamline workflows, and pursue further growth.”
Perennial Financial Services prides itself on its client-first philosophy. Founded in 2004, the firm has built a reputation based on integrity, transparency, and a commitment to excellence in financial planning and investment management services. The decision to implement Wealthbox was heavily influenced by its intuitive design and seamless integration capabilities with key financial technology platforms.
John B Petrick, Senior Managing Director at Perennial, shared the firm's rationale for selecting Wealthbox, indicating that its collaborative features and compatibility with their existing technology stack played a crucial role in their decision-making process. Petrick mentioned, “By leveraging Wealthbox's capabilities, our advisors can enhance productivity, streamline efficiencies, improve client service, and focus on delivering personalized financial strategies tailored to each client's goals.”
Furthermore, Wealthbox is not just a CRM; it's designed to be a collaborative workspace where financial advisors, enterprise RIA firms, and broker-dealers can connect with clients and manage operations seamlessly. The software's ability to integrate with leading custodians enhances the overall functionality and enhances the practice growth potential of its users.
As Perennial Financial Services continues to expand its reach, now boasting over $3 billion in investable assets and 40+ licensed advisors spread across 17 office locations in seven states, the implementation of Wealthbox will undoubtedly support its strategic goals. The partnership signifies a commitment to fostering an environment where advisors can operate with maximum efficiency and bring innovative financial solutions to their clients.
In summary, this collaboration between Wealthbox and Perennial Financial Services exemplifies the evolving landscape of financial advisory services where modern technology and client-centric practices converge. By embracing platforms like Wealthbox, firms like Perennial are poised to transform their operations and enhance the quality of service provided to their clients, ultimately driving growth in an increasingly competitive market.
The new agreement allows Wealthbox's innovative CRM solutions to be utilized by more than 40 licensed advisors and support staff at Perennial. This modern CRM system is pivotal in streamlining operations and fostering better teamwork among advisors, ultimately enhancing the experience provided to clients.
Wealthbox stands out in the industry for its user-friendly interface and powerful workflow automation capabilities. These features enable financial advisors to manage client interactions more effectively. Jomin Bishop, VP of Enterprise Sales at Wealthbox, highlighted the benefits of this relationship, stating, “We are excited to provide Perennial with a best-in-class CRM that aligns with their commitment to serving clients with excellence. Wealthbox equips Perennial's advisors with essential tools to enhance client relationship management, streamline workflows, and pursue further growth.”
Perennial Financial Services prides itself on its client-first philosophy. Founded in 2004, the firm has built a reputation based on integrity, transparency, and a commitment to excellence in financial planning and investment management services. The decision to implement Wealthbox was heavily influenced by its intuitive design and seamless integration capabilities with key financial technology platforms.
John B Petrick, Senior Managing Director at Perennial, shared the firm's rationale for selecting Wealthbox, indicating that its collaborative features and compatibility with their existing technology stack played a crucial role in their decision-making process. Petrick mentioned, “By leveraging Wealthbox's capabilities, our advisors can enhance productivity, streamline efficiencies, improve client service, and focus on delivering personalized financial strategies tailored to each client's goals.”
Furthermore, Wealthbox is not just a CRM; it's designed to be a collaborative workspace where financial advisors, enterprise RIA firms, and broker-dealers can connect with clients and manage operations seamlessly. The software's ability to integrate with leading custodians enhances the overall functionality and enhances the practice growth potential of its users.
As Perennial Financial Services continues to expand its reach, now boasting over $3 billion in investable assets and 40+ licensed advisors spread across 17 office locations in seven states, the implementation of Wealthbox will undoubtedly support its strategic goals. The partnership signifies a commitment to fostering an environment where advisors can operate with maximum efficiency and bring innovative financial solutions to their clients.
In summary, this collaboration between Wealthbox and Perennial Financial Services exemplifies the evolving landscape of financial advisory services where modern technology and client-centric practices converge. By embracing platforms like Wealthbox, firms like Perennial are poised to transform their operations and enhance the quality of service provided to their clients, ultimately driving growth in an increasingly competitive market.
Topics Financial Services & Investing）
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