2023年5月30日

X你的文章被成功與你提供的聯係人。獵戶座顧問解決方案“融合”紅尾客戶關係管理中客戶門戶平台,周二宣布。此舉消除了“繁瑣的手工數據輸入,並提供客戶一個簡單的、獨特的方法來管理他們的財富和與他們的財務顧問,“獵戶座在一份聲明中說。這是該行業的第一CRM連接客戶端門戶,根據獵戶座,2022年收購紅尾技術。該公司還宣布了紅尾CRM的其他更新。顧問能夠部署獵戶座財富管理手機應用程序(白標簽可選性),該公司說。現在,顧問也可以啟動獵戶座計劃生成工具和新帳戶直接從紅尾CRM向導,允許他們“創建和提供建議的一小部分時間精簡開戶流程。“獵戶座計劃現在可以在紅尾CRM和新的更新允許顧問”連接客戶的財務目標與投資性能數據,使他們能夠創建可執行的計劃,把願望變成現實,”獵戶座說。同時,增強資產用桶裝功能,顧問可以很容易地定製客戶的資產儀表板和想象不同的“如果”金融情況,為顧問提供一個係統給他們更有效率的基於目標的對話,根據獵戶座。最新的保護,生活,夢想是默認資產用桶裝框架。 However, advisors now have the flexibility to co-create custom buckets with their clients to build a personalized balance sheet, Orion said. “The technology team at Orion is hyper-focused on powering a seamless experience and accelerating workflows for advisors and their clients,” according to Trent Mumma, executive vice president of product at Orion. “This level of advanced integration means we are able to meet the unique needs of any financial advisor, from independent teams to operators and potential breakaway brokers that want to purchase a connected stack in one powerful and convenient package,” he said in a statement. The enhancements and integrations were all made available with the recently introduced Orion Advantage Stack. In February, Orion announced integrations of its Redtail CRM, Orion Risk Intelligence (formerly HiddenLevers) and Orion Compliance (formerly BasisCode Compliance) solutions, saving advisors time and eliminating the need to constantly switch between systems. Orion acquired HiddenLevers and BasisCode Compliance in 2021. “Our teams are constantly ideating and testing ways to support advisors in their independence, simplifying their processes in an all-in-one environment that has never been seen before in the financial services industry,” said Eric Clarke, the founder and CEO of Orion. The CRM with a connected client portal was “made possible by our acquisition and integration” of Redtail Technology, Clarke said in a statement. “This is something no other CRM provides and will vastly improve the client experience and deepen relationships between advisors and their clients.” Pictured: Orion CEO Eric Clarke