What is Client Roadmap?
Client Roadmap is a Client Project Management platform that helps you, your team, your clients and their professional advisors to work together more effectively by managing people, projects and documents in the cloud. Client Roadmap centralizes all files, discussions, tasks, communications and more in one location so all information is accessible by you and your clients anywhere, at any time.
What is a Client Project Management platform?
Wealth Management is a process of helping your clients to manage their financial projects and solve financial problems. In wealth or financial planning terms, these projects include investment, retirement, estate, risk management, or possibly saving for a child’s education. During the discovery process for each, you help your clients’ to set goals and identify issues that need to be dealt with. You then identify solutions, collaborate to determine the most appropriate, implement and monitor. During this process, you identify milestones for completion of the projects and dozens of tasks to be completed by you, your team, your clients and/or their professional advisors.
Traditionally, advisors have used a variety of methods to manage these projects, from paper-based methods to the use of CRMs. Unfortunately, many of these tasks fall through the cracks and clients are left unimpressed and frustrated and this results in low levels of client satisfaction.
As wealth management methodologies become more advanced, advisors will uncover even more financial problems that will need to be addressed and it is critical to have processes in place to manage them.
Why Client Roadmap?
Client Roadmap has been developed in partnership with a leading and award-winning provider of cloud-based project management solutions. At Synchronicity, we have been using this program since that company was formed in 2005 to manage our clients’ business development projects.
The program is inexpensive, simple to use and will provide you with a robust platform that enables you to stage client experiences that will delight your clients.
A major benefit of using Client Roadmap is that it allows you to manage your clients’ projects in a collaborative, cloud-based environment. This allows full transparency, as all parties – you, your team, your clients and their professional advisors can be invited into secure, private workspaces to share information, files, discussions, projects and calendars. These workspaces can be accessed from anywhere in the world with an Internet connection, including iPhones, Androids and Blackberries.
Additional features allow you to build secure, impressive personal financial websites for your clients to automate and improve communication in an effective technologically driven process.