1. CRM2 Navigator™
From fee disclosure to performance reporting to client discussions to account statements and trade confirmations, the requirement for transparency is on the rise. And this will raise some questions for your clients.
The waters are choppy, but CRM2 Navigator will steer you through them, creating the best possible client experience while being compliant on all fronts.
How does CRM2 Navigator work?
Step 1 The CRM 2 Navigator voyage begins by Getting Your Bearings. In a brief workshop, we will talk about what CRM2 means to your organization, and assess your CRM2 readiness at the same time.
Step 2 We’ll Chart the Course for your organization through 2016. Your customized map will outline key milestones, high-level budget, and opportunities to maximize client experience along the way.
Step 3 With the map to guide us, we will Set Sail. This is where CRM 2 Navigator is flexible to meet your specific needs:
* Training & Education – We work directly with your advisors and compliance staff, to help them address CRM2 issues their clients raise. Your training can be delivered via webinar, in a workshop setting, or in 1-to-1 coaching.
* Statement Design and Production – Whether you just need compliant reporting templates, or front-to-back implementation, we will help you deliver the best possible client experience while meeting all CRM2 requirements.
* Change Management – We won’t leave you high and dry. We’ll see you through the voyage, even taking the helm at key points.
Step 4 As you approach land, you need to Prepare for Docking. This is about getting in front of the changes and being proactive with your clients. An effective communication plan will ensure that your clients aren’t caught off guard by the changes they see.
If you’re anxious about CRM2, don’t be. CRM2 Navigator brings the team, the expertise, and the wind in your sails to get you to the other side.