Wouldn't it be nice to be given a plan of improvements that included the timing, costs, visual education on the benefits, and more?
Allow us to create your customized Improvement Plan and educate you on the benefits of each recommendation. Your plan will include vendor names and costs, implementation timeline, and visual charts that explain which data flows among the tech.
We design your new tech systems for optimal use & maximum adoption. We manage the data migration, implementation and vendors of the tech to ensure timely completion, controlled costs, and minimal effort. We provide tailored training to your staff to ensure maximum adoption and best practice use.
Recurring calls to discuss the recommendations, projects being implemented, and impact on staff roles
Create role-based organizational chart
Flowcharts of processes
Provide or implement data cleanup strategies
Create syncing strategy to eliminate duplicates
Provide process templates
Input current processes into CRM
Input improved processes into CRM
Provide training on different workflow tools
Train on workflow editing and improving
Financial Planning & PFMs
Portfolio Accounting, Research, Reporting
Email & Website Hosting
Possess largest database of outsourcers
Research new undiscovered outsourcers
Identify appropriate outsourcer to match needs
Obtain customized quote for initial and ongoing services
Negotiate discounts or minimums
Integrate & train on your method of operating
Software licensing costs
Integration costs & discounts
One-time implement costs
Ongoing maintenance costs
Outsourcers' customized costs
Videos for self-training of current staff and to-be new hire
Live tech training customized to your operations
Best practices training
Word or PDF Text & Picture instructions for internal or client-facing use
Picture/Text email instructions
Salesforce and various overlays
Total Rebalance Expert
"From day one, COO stepped in to take action & sift through all the areas of our business to detect problems & underdeveloped/underused systems. COO worked toward goal of full optimization of employees' talents & time, minimized human error through integration of tools & integrations, & simplified bombast procedures. COO helped our firm go from a pen-and-paper, overworked stressed workplace, to one that was up-to-date with the best tech & procedures. COO is more than handy technicians; they spot any problems in business practices and make intelligent, successful suggestions.."
Mathew Leavis, Marketing Manager at Global Wealth Management
"Thank you for the time you worked with us…you were on point, we hired two new people to supplement the team and this has led to resurgence in attitude and energy. Our staff fully embraces the technology efforts you had us invest in and we are now working to see and use all the advantages Redtail and processes offers us. I have found that using systems that COO has taught us has made relationships with our clients more enduring. So again thank you, you have helped my firm grow immensely."
Richard Blakeley, The Blakeley Group