You can’t waste a minute when you’re onboarding a new advisor’s book of business. If you do, you risk losing a guaranteed revenue stream. You need to move fast and Harte-Hanks can help.
You’ve hired the best advisors; now bring on their best clients.
We pioneered a custom-designed, Web-based system for account conversion that saves your advisors time and money. Our critical data transmission, management and marketing applications expedite and automate this sometimes complicated, time-consuming process.
You’ll be able to merge and segment any advisor’s client files quickly based on their current business and investment potential. And, using a multichannel marketing campaign precisely designed to each client’s lifecycle, you can target and engage them weeks before their previous firm can contact them.
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