Advyzon is a Chicago-based advisor technology platform founded in 2012.
Advyzon is 100% cloud-based and includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence.
By providing all the key capabilities a wealth management firm needs to grow their business profitably, Advyzon helps advisors streamline their operations so they can focus on growing their practice.
Advyzon came to us in March 2018 to:
We utilized media relations, contributed content and conference attendance to position Advyzon spokespeople as thought leaders on trending topics that are relevant to their target audience, such as integrations, scalable growth, data ownership and mobile technology to name a few.
We worked with Advyzon’s C suite executives as well as advisors on the platform as key spokespeople to discuss hot button media topics.
Based on Advyzon’s objectives, we conducted outreach to media targets in the wealth management/financial advisory trades focused on industry trends and technology.
ADVYZON ACHIEVES MAJOR COMPANY MILESTONE: 500 CLIENTS IN FIVE YEARS
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.
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.”
"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.
"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.