5.0
Jun 30, 2023
Former employee
Recommend
CEO approval
Business Outlook
Pros
*Structured *Heavily focused on building relationships with core clientele *Organized in use of business analytics as a means of improving the relationships with established clients, offering a more streamlined experience that is tailored to their needs, and increasing the efficiency with which the advisor can support.
Cons
*A major shift in technological organization within the company could very much improve the integrity of the data structure. An improvement to the third party applications, or replacement of these existing sources used during the selling ceremony, would be greatly helpful in aiding the advisor with enhancing the client experience.