Webinar

One of the Biggest Pain Points for RIA's

What is “data”? In our world, its fee schedules, client account valuations, household structures, fee assignments, client agreements… one of RIA’s biggest painpoints is that all that data is… everywhere!

We joined Kate from Simplicy Ops and Chris at Wealthbox to talk workflows, but the underlying message, and our goal is to make this data 1- automated, 2- consistent, 3- accurate across all systems. Why?

The Power of Clean Data: Transform Your Business

Maintaining clean data in your system offers incredible benefits:

Ease of Use: Streamlined processes and efficient workflows save time and reduce frustration.
Increased Profitability: Accurate data leads to better decision-making, uncovering new revenue opportunities.
Trust in the System: Reliable data fosters confidence among your team and clients.
Risk Mitigation: Consistent data reduces errors and ensures compliance, protecting your business from potential issues.

Whether this clean data, is your client’s birthdays, last meeting dates, tasks to be completed or their fee data, keeping it neatly kept through automation, integrations and some preventative work is a gamechanger!