An Interview: How Purl Labs Helps Wealth Advisers

markdspomer — Sun, 07 Dec 2008 23:19:30 +0000

Here’s an interview I had with a Private Wealth Adviser. This adviser not only uses Purl Labs CRM (squared) system but he was instrumental in leading the design and development. If you want to know more about Purl Labs CRM (squared) and how you can use it in your business, visit Purl Labs.

Wealth Management: What do you need?

markdspomer — Sun, 07 Dec 2008 21:38:43 +0000

One of the more difficult tasks to perform, on a consistent basis in the wealth management field, is the ability to interact with your clients. The difficulty comes from both a lack of time due to your job constraints, and having a resource that allows you to do it with any depth or automation.

While designing and developing a software to provide simple, yet robust solutions, we were fortunate to have direct input from one of the more successful and ethical advisers in the industry. Through this process we were able to determine that there was no ONE solution that allowed an adviser to do this with any consistency without a steep learning curve, or, that would work in conjunction with their existing systems. There are CRM’s and there are ways to do marketing, but not ONE system that can do both.

To further our research, how would you answer this question?

Take Our Poll

We encourage you to enter your own ideas under the “other” section if you choose. Thank you. As always, if you want to learn more Visit Purl Labs.

Helping Wealth Management

An Interview: How Purl Labs Helps Wealth Advisers

Wealth Management: What do you need?