How a Top Advisor Increased Efficiency & Grew Sales by 30% with an Advisor-Focused CRM

How a Top Advisor Increased Efficiency & Grew Sales by 30% with an Advisor-Focused CRM

Advisor, Devon Wilson faced increasing competition and wanted to increase his revenue, but old manual processes and the generic CRM he had been using were holding him back.

The solution was to centralize all his client data and automate his workflows with Equisoft/connect.

Read the case study to get:

  • Insights into how to minimize effort and improve client service with centralized data feeds
  • Tips for saving time and reducing costs through automated workflows
  • Ways to automate compliance so you can spend less time worrying and more time on client needs
Equisoft

Download Now

Elevate Productivity

Devon was struggling with disconnected systems, manual processes, and time-consuming admin work. He transformed his practice, reduced frustration, and grew sales by implementing the Equisoft/connect CRM solution. It enables him to automate his workflows, streamline client data management, and improve his efficiency. The result? Time saved, roadblocks eliminated, and an advisor's core purpose - guiding clients - brought back into focus.

Sales & Strategy Go Hand-in-Hand

A CRM that is purpose-built for today’s advisor can not only optimize operations but also boost sales. She how Devon leveraged Equisoft/connect to strategically enhance client engagements, identify cross-selling opportunities, and elevate sales. The integrated data feeds and centralized client profiles mean quicker, more accurate client interactions, turning potential prospects into loyal clients.

Compliance Made Simple

Yet, With Equisoft/connect, the intricacies of ensuring complete adherence to regulations and providing a defensible audit trail is automatic. From recording client interactions to providing insurance-specific templates, it's all about giving advisors the peace of mind they deserve.

Grow your Practice

Equisoft/connect does more than just improve the quality of transactions today. It sets the stage for future growth, allowing advisors to plan, project, and prosper by providing annual planning, sales projections, and client engagement strategies for the advisor.

Discover the Equisoft Difference

Read the case study now to see how an advisor-specific CRM can redefine practice management, ensure compliance, and increase sales.

Related Articles

Stairway to Excellence 1920x1080

Advisor Productivity

How Dealers Can Better Support Advisors with KYP Compliance and Investment Product Research

By providing advisors with KYP software tools, support, and education, dealers can streamline research and compliance, ensuring advisors efficiently meet regulatory requirements and build strong client relationships.
Read Article
Advance Webinars CE Credits Card image 640 x452

Corporate News

Equisoft Announces Launch of CE-Accredited Webinar Series for Insurance and Financial Advisors

The Equisoft advisor webinar series is a free comprehensive online resource comprising of webcasts that provide financial advisors with the opportunity to earn Continuing Education (CE) credits while gaining valuable insights.
Read Press Release
A Celent survey of 700 producers from 24 countries, commissioned by Equisoft, revealed barriers such as lack of expertise in digital transformation, reliance on traditional prospecting, sales and service methods over technology. Solutions and support from

Advisor Productivity

Insurance Producers in Latin America: A Call for Improving Their Business Experience

A Celent survey of 700 producers from 24 countries, commissioned by Equisoft, revealed barriers such as a lack of expertise in digital transformation, and reliance on traditional prospecting, sales, and service methods over technology.
Read Article