ActiFi

RIAs of all sizes more apt to invest in growth and technology over client service and talent management

Client service is vital to running a business – especially for registered investment advisors (RIAs) helping investors meet their financial goals. However, when polled about investing an extra dollar in their business, client service takes a back seat to advisors’ investment in the growth of their firm.

Powerful Strategic Alliance Leverages Voice of the Client for Deeper Relationships and More Effective Business Development

ActiFi today announced the launch of ActiFi Client Engagement, a unique program that combines the power of robust client feedback with the tools, support and resources to build more engaged and profitable client relationships. ActiFi Client Engagement will be powered by the Client Audit, Advisor Impact’s industry leading client feedback program.

Collaboration Marks the First Time Workflows From a CRM System Are Fully Integrated With a Financial Planning Tool and a Custodial Platform