Village Financial Services
Serving Clients Nationwide
Fractional CSA for Schwab & Altruist users | Advyzon Consulting & Implementation
Service Provider Categories
- Advisor Coaching
- Client Engagement
- CRM Consulting
- Other
- Practice Management
Overview
Village Financial Services offers two services:Fractional Client Service Associate (CSA) support for Schwab and Altruist firms
Advyzon CRM Consulting & Implementation
Fractional CSA Services:
TIME OPTIMIZATION: They handle all custodial servicing tasks, allowing advisors to focus on building and maintaining client relationships.
PROACTIVE, TURNKEY SUPPORT: With their expertise, they anticipate the needs of advisors and their clients, taking ownership of tasks without requiring extensive training.
PROCESS & EXPERIENCE ENHANCEMENTS: They work collaboratively to develop and document processes, enhancing efficiency and improving the overall client experience.
EXPERT INSIGHTS: Advisors can leverage Village Financial Services' collective knowledge to enhance service offerings, internal processes, and technology stacks.
Advyzon CRM Consulting & Implementation
This 8-week engagement includes
FOCUSED STRATEGY SESSIONS to
Optimize your operations &
Enhance your client experience
CRM TASK, WORKFLOW & EMAIL TEMPLATES
15 servicing processes in TWO formats to suit your preference
-Tasks with checklist-style steps in descriptions
-Upgraded workflows
ALL with descriptions specific to processing at Schwab
(can be omitted for non-Schwab users)
5 client experience workflows
-Prospect to Client, New Client Onboarding, Initial Planning & Investment Strategy Checklist, Review Meeting, Comprehensive Planning & Investment Review Checklist
WITH done-for-you customization to fit YOUR firm's unique offering
BEST PRACTICES & MORE
Annotated Schwab form library
CRM data scrub
Custom workflow grid/dashboard/etc. view recommendations
Best practice activity filters & how-tos
Services Provided
- Advisor Coaching
- CRM Consulting
- Other
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