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British stone. Petersburg, Florida, May 24, 2021 (GLOBE NEWSWIRE)—In order to demonstrate the company’s commitment to supporting financial advisors through innovative technology and its continued investment in the platform, Raymond James launched a new application that can help Financial advisors communicate more comprehensively and, according to Chief Information Officer Vin Campagnoli, provide tailor-made products for potential and existing customers.
New technology tools go beyond traditional investment plan creation, enabling consultants to quickly and easily provide customers with their unique products-from their background, niche expertise, and financial planning process, to how they can provide customers with the best through customized investment models. Best service. The new tool is the latest member of the company’s wealth management technology suite. From planning and research to execution and reporting, the platform provides a wide range of integrated functions from a convenient application.
Campagnoli said: “We are committed to building innovative technologies to simplify important but time-consuming tasks (such as creating customized client proposals) so financial advisors can continue to focus their time on the most important thing: the customer.” “This new The tool is another example of our commitment to provide financial advisors with efficient, flexible and forward-looking technologies to support their clients’ changing needs and grow their businesses. This new application will help advisors differentiate their services and create Lasting impressions when they build and strengthen relationships with customers.”
The tool is designed based on the opinions and feedback of Raymond James financial consultants. It is a fully customizable and easy-to-use “boxed proposal” that combines the consultant’s brand and helps them share their stories and processes. Not only can it provide complex investment data analysis, but it can also package the investment portfolio of prospects, recommenders or customers, and proposed investment changes into a customer presentation with just a few clicks. This new feature saves the time of financial consultants and can accommodate content approved by compliance, such as consultant resumes and templates for different customer groups. The tool has been tried out and will be promoted to Raymond James financial advisors starting this summer.
“The new proposal tool is great,” said Michelle Marquez, managing director of Raymond James, a private wealth management company based in Marmondz, California, and a participant in the company proposal pilot program. . “I used new tools to package and share our stories, investment process and customized models to potential customers. Our suggestions left a deep impression on him, and it ultimately helped us win customer business with more than $15 million in assets. Intuitive. Intuitive and efficient, we are very happy to further use this tool for business development with existing customers.”
“In addition to a consultant-centric culture and full-service solutions and resources, consultants continue to use the company’s technology as the main differentiating factor for Raymond James,” said Scott Curtis, president of the private client group. “We are proud to continue to develop and enhance industry-leading solutions for financial advisors to provide a more effective customer experience.”
In addition to this new tool, the main functions of Raymond James’ wealth management technology platform include:
- Product Catalog-Among the company’s most popular advisory tools (94% of advisors are using it), this award-winning application is used to search, filter and compare financial product attributes
- Online performance-an interactive tool that can monitor and compare portfolio performance over time and allows advisors to analyze basic portfolio activities
- Customer Reporting – An award-winning integrated tool that can be used to create custom reports for more personalized customer reviews
- Portfolio Management – an award-winning tool for building and analyzing custom investment portfolios and comparing them with clients’ portfolios or other products
- Consolidated order entry – a tool to enhance the multi-order process and experience in stock, options and mutual fund trading
As with all Raymond James technical tools, consultants can access these features and more on desktop or mobile devices.They can also use the company’s award-winning business to expand anywhere Advisor mobile app.
To learn more about Raymond James technology and take a virtual technology tour, click here.
About Raymond James Financial Co., Ltd.
Raymond James Financial Co., Ltd. (New York Stock Exchange:Royal Air Force) Is a leading diversified financial services company that provides private client groups, capital markets, asset management, banking and other services to individuals, companies and municipalities. The company has approximately 8,300 financial advisers. Total customer assets are 1.13 trillion U.S. dollars. Since its listing in 1983, the company has been listed on the New York Stock Exchange under the ticker symbol RJF. For additional information, please visit: www.raymondjames.com.
Raymond James & Associates, Inc., member of New York Stock Exchange/ SIPC
Shereen McCall Raymond James 727.567.2824 mediarelations@raymondjames.com
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