ADVYZON ACHIEVES MAJOR COMPANY MILESTONE: 500 CLIENTS IN FIVE YEARS

Cision PR Newswire

One thing that helps prevent surprises is making the onboarding process as repeatable and automated as possible through a CRM system, according to John Mackowiak, chief business development officer at Advyzon. “Most CRM systems offer workflow capability that can minimize the number of moving parts,” he said.

InvestmentNews

For fintechs like Advyzon that aren’t looking to expand their own service into a new sector, integration works well for all parties involved. “From a vendor perspective, a lot of us have our own strengths,” Pearson says. “That’s where we look to each other to partner together.”

FinancialPlanning

"It's part of a trend that lets RIAs and smaller institutions do what the larger players can," says John Mackowiak, chief business development officer at Chicago-based CRM and performance reporting software firm Advyzon. "As technology has evolved, it has already allowed the smaller firms to offer similar experiences to that of much larger enterprises ... [This] is one example of this trend," he says.

RIABiz

"Ease of use is the biggest savings," he said. "We now have a very intuitive user interface" that ties in cloud-based performance reporting, document storage, client web portal management and customer relationship management features such as taking and archiving notes on client communications.

Investor's Business Daily