The current climate of roller-coaster markets and investor mistrust, has left wealth management firms struggling to maintain existing clients while trying to overcome unprecedented obstacles to growing their client base. Many firms are finding that the old ways of doing business no longer work.

xRM Global’s “Wealth Intelligence” tools increase client trust through constant, personalized attention and education. Wealth Intelligence is about merging client needs and preferences with actionable, updated information, while providing high-touch communication.

xRM Global customizes the lead generation process so that every broker can build campaigns with up-to-the-minute market information and data while keeping leads engaged through automated relationship management and content portals. “Wealth Widgets” provide real-time wealth intelligence for each client and launch a Personal Portal for additional intelligence. The wealth portal goes beyond statements and basic information to enable custom, real-time alerts and communications. Brokers can be instantly notified of movement in any stock, mutual fund, or ETF affected by market, media, or macro/micro events — even before the investment community reacts.

Wealth management solutions from xRM Global incorporate best practices throughout the investor lifecycle while re-establishing trust amidst challenging economic conditions.

Click here for more about how xRM Global creates “on-demand” wealth intelligence.

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