SAVE TIME AND REDUCE STRESS
Simplify Your Client Management
With Salesforce, you can manage all life events, accounts, and meetings in one centralized location. The power of Salesforce is unmatched; you can automate anything you can imagine. Let us manage your system, so you can continue being the financial therapist you are.
We know that dealing with highly emotional calls can be challenging, especially in today's economy. You don't have time to navigate through a complex system and do all the homework before each meeting.
With thoughtful, well-executed systems you can get your time back, and have everything you need at your fingertips.
STREAMLINE WORKFLOW
Leverage the true power of Salesforce's automation capabilities to streamline your financial advisory practice.
WOW CLIENTS
Gain a comprehensive 360-degree outlook clients' financial situations for better-informed decisions and personalized advice.
EXPERT SUPPORT
Our dedicated team provides expert support, empowering you to maintain and customize your systems with ease.
Transform Your Financial Advisory Practice with Salesforce: Streamline Workflow and Enhance Client Relationships
As a financial advisor, you play a critical role as a financial therapist and mediator for your clients. We understand that you have more on your plate than just numbers.
THAT'S WHY WE ARE HERE TO HELP YOU STREAMLINE YOUR WORKFLOW AND PROVIDE YOU WITH A 360-DEGREE OUTLOOK FOR YOUR CLIENTS, A TRULY HOLISTIC VIEW FOR YOU AND YOUR CLIENTS.
Our Development Coordinator used to spend the majority of her workday processing payments and creating/sending tax acknowledgment letters. Divergent Business Consulting took us through a process-mapping exercise and created a suite of solutions that has helped her be able to get those tasks done in a more automated way in Salesforce. This has expanded the capacity of our team, allowed us to really shift our attention to donors, and will be instrumental in donor retention.
-Lorri Marlow, Noble Schools
THE EASY STEPS TO WORK WITH US
A Path to a Brighter Tomorrow
1
SCHEDULE A CONSULTATION
Discuss your IT needs with one of our expert consultants.
2
GET A PLAN
Receive an accurate and detailed plan tailored to your individual needs.
3
LET US DO THE HEAVY LIFTING
Sit back and relax while our experienced team implements your Salesforce solution.
GET OUR LATEST REPORT
4 Must-Haves When Choosing an IT Partner
Are you in the process of selecting an IT partner for your CRM implementation, NetSuite Support Services, or Social Media Strategy? We understand that this decision is critical for the success of your project. That's why we have created a helpful guide titled "4 Must-Haves When Choosing an IT Partner." This guide outlines the essential factors you should consider when selecting an IT partner, including industry expertise, technical competence, customization capabilities, and a proven track record. By downloading our guide, you will gain valuable insights and guidance to make an informed decision that aligns with your business goals. We invite you to take advantage of this resource and empower yourself with the knowledge needed to choose the right IT partner for your technology journey.
Personalized Solutions and Support
We take the time to understand your needs and offer solutions that work for you. When you submit a request for automation, we get it done for you. We send you a video walking through the process, as well as documentation on how to do it yourself.
Compliance & Security
We ensure that everything is encrypted, so you don't have any compliance issues. We offer a tax recap and portal for your customers, making it easy to keep everything in one place.
Automation
The real power of Salesforce is in the automation it provides. You can create templates and let the system do the rest. We understand that you get so many calls and emails that it's almost worth having a secretary to weed through everything. That's where we come in.
