Solutions for Wealth Management: Keep Clients Happy and Loyal

Protect your hard-earned business from other wealth managers and robo-advisors

Even though you’re keeping your clients loyal – and attracting new ones – by demonstrating value, putting their money to work faster with efficient onboarding, and enhancing the overall client experience, there is an ever-growing field of competition. It’s not only from other “traditional” wealth managers, either. You’re also facing technology in the form of robo-advisors.

It's clear that financial services is a cornerstone of HSO's business. They know what is required for a successful implementation and adoption.

Jon Meyer Chief Technology Officer, CAPTRUST

HSO & Microsoft help your Wealth Management firm thrive in the new digital age

The right technology is the key to staying ahead of the game

Now you can empower your advisors to provide a superior client experience with HSO’s cloud-based solutions for Wealth Management. Built on a foundation of Microsoft Azure and Dynamics 365.

HSO’s solutions for Wealth Management help you provide a level of service and predictive insights a robo-advisor cannot. You can increase efficiency, gain better visibility into your organization, and assist your continuous efforts to build trust and loyalty:

  • Leverage a Customer Data Platform (CDP) to gain client insights
  • Proactively manage your book of business with visibility into accounts and holdings from both external and internal systems (including intermediaries and transfer agents) in a single, convenient location
  • Speed the onboarding process by tracking the progress/status of work items and providing a positive digital client experience through mobile access and portals
  • Know each client with a 360-degree view of households, contacts, accounts, and who knows who
  • Prospect more efficiently, knowing who to call and when
  • Stay in compliance with ever-changing regulatory requirements
  • Reduce errors and lower overhead
  • Use comprehensive analytics and reporting to capitalize on new opportunities
  • Integrate with third-party data, including transfer agent and intermediary data
  • Capitalize on cross-sell opportunities and maximize client profitability by delivering targeted offers to each customer/household based on their unique profile, risk tolerance, and needs
  • Seamlessly track sales activities, isolate key trends, and identify your most valuable customers with powerful analytics and real-time dashboards
  • Increase your operational efficiency by automating key tasks—from client onboarding to quarterly reports and regulatory-required processes

CAPTRUST Financial Advisors realiseert exponentiële groei door de overstap naar Microsoft Dynamics 365 op Azure

De basis leggen voor exponentiële groei en continue transformatie

Hear CAPTRUST's Success Story

Take the complexity and high cost out of compliance with a 360-degree view of customers, events, and interactions

For Advisors:

  • Capture and track recommendations, including onboarding and investment research
  • Capture and report on key client, account, product, and event type within a recommendation
  • Route recommendations to the back of ice for review and approval
  • Efficiently capture research and maintain a product library

For the Back Office:

  • Easily create and update BICs (Best Interest Contracts), maintaining them in one central location
  • Use dashboards to monitor and review recommendations created by advisors
  • Easily generate reports for internal management (branch managers, compliance) and external (DOL, FINRA, SEC) authorities

The Microsoft Power Platform gets your firm exactly what it needs

A solution with tons of features ultimately isn’t enough; you need technology to support the processes unique to your business. The Microsoft Power Platform includes tools–Power AppsPower BI, and Power Automate (formerly known as Microsoft Flow)–that give everyone–not just programmers–easier access to business intelligence, app development, and app connectivity.

The Power Platform extends Microsoft 365 and Dynamics 365 and also integrates with nearly any business application or system, including Salesforce, Oracle, or financial services point solutions. It empowers you to build business apps and extend or customize the software solutions you use—in days, not months.

Resources for Wealth Management & Hedge Funds

Learn more about our experience in the Wealth Management Industry

Learn more about HSO's solutions for Wealth Management firms

Contact us to talk to an HSO financial services expert today.

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