Services
Data Cleansing and Validation Services
At Solution Driven Technology, we specialize in transforming messy, fragmented, and incomplete client data into a comprehensive, reliable resource that empowers Financial Advisors to connect meaningfully with their clients. Advisors often present us with data from multiple sources that lack essential details required for effective service, such as accurate email addresses, current phone numbers, updated mailing addresses, key account details, and familial connections. These data gaps can hinder client engagement, making it challenging to schedule timely review meetings, update accounts, or even maintain regular communication.
Through our data cleansing and validation services, we compile, organize, and verify client information to create the most accurate and complete data sets advisors have ever accessed. By ensuring data integrity, we help advisors maintain essential client connections and avoid the risk of clients feeling neglected—a concern we’ve encountered multiple times, where clients have expressed considering a new advisor due to a prolonged lack of contact.
This process is often too labor-intensive for advisors to handle alone, as their time is better spent focusing on client strategy rather than data maintenance. Solution Driven Technology steps in to manage this crucial work, allowing advisors to focus on what they do best, confident that their client data is accurate, actionable, and ready for use.
Automation Services for Enhanced Client Engagement
Solution Driven Technology takes automation services to the next level by offering a robust suite of tools designed to enhance client engagement and streamline Financial Advisors’ workflows. Our services ensure consistent, proactive communication and operational efficiency, allowing advisors to focus on delivering exceptional value to their clients.
Our Automation Services Include:
- Policy and Insurance Reminders:
We provide an advanced automation system that tracks critical policy details, including:- Policy lapse notices.
- Policy expiration dates.
This system notifies both the advisor and our team in advance, ensuring timely action to maintain uninterrupted coverage for the client. We can then set up automated communications with these clients. These reminders enhance client satisfaction and trust by eliminating the risk of missed deadlines and lapses in coverage.
- RMD (Required Minimum Distributions) Reminders
Tracking RMDs for clients at or approaching retirement age can be a labor-intensive and complex process. Solution Driven Technology offers advanced automation tools to streamline this critical task. Our RMD tracking system provides:
- Client Monitoring: Identifies clients at or nearing retirement age and tracks when they are required to take their distributions.
- RMD Calculation: Automatically calculates the required minimum distribution based on the client’s account(s) values from the previous year.
- Tax Withholding Details: Tracks and manages tax withholding information associated with each client RMD.
- Timely Notifications: Sends alerts to advisors and clients well in advance of distribution deadlines to ensure compliance and avoid penalties.
This automation reduces manual effort, minimizes errors, and improves client satisfaction by ensuring their retirement planning stays on track.
- Meeting Reminders and Scheduling Integration:
- Setting up meeting reminders directly in the databases and calendars that advisors use, ensuring no appointments are missed.
- Implementing a reminder system for clients, sending notifications about upcoming review meetings via email or text.
- User-friendly online scheduling software that allows clients to book or reschedule meetings at their convenience, reducing administrative burden and enhancing the client experience.
- Automated Financial Newsletters:
- We offer automated mailing services for financial newsletters, which:
- Keep clients informed about market trends, insights, and financial tips.
- Reinforce the advisor’s role as a trusted expert.
- Strengthen client relationships through consistent and valuable communication.
- We offer automated mailing services for financial newsletters, which:
Our team ensures seamless integration of these automation tools into your existing systems, customizing workflows to align with your business needs and goals. We provide ongoing support to ensure these tools operate effectively and adapt as your business evolves.
By leveraging these advanced automation services, Solution Driven Technology empowers Financial Advisors to enhance their client engagement strategies, optimize operations, and build lasting client relationships.
Workflow Optimization and Accountability Solutions
Our Workflow Optimization and Accountability Solutions are designed to streamline your business operations and enhance team efficiency. We specialize in creating dynamic database reporting, customized workflows, and intuitive dashboards tailored to your specific needs.
With our service, you can:
- Generate insightful reports that provide a clear view of your business performance.
- Implement task-driven procedures to ensure seamless collaboration and operational consistency.
- Utilize custom dashboards to centralize critical data and track progress in real-time.
- Establish automated notifications and reminders to keep team members informed and on track.
- Foster accountability with tools that monitor task completion and identify bottlenecks.
By leveraging these solutions, your team will experience improved communication, increased productivity, and a structured approach to achieving business goals. Let Solution Driven Technology help you transform your workflows and drive measurable results.
Marketing Services for Financial Advisors
At Solution Driven Technology, we understand that impactful marketing is essential for Financial Advisors to grow their client base and strengthen relationships with existing clients. We offer targeted marketing solutions that enable advisors to communicate their unique value, foster client loyalty, and reach potential clients effectively.
Our approach begins by analyzing your business’s current marketing assets and identifying areas where targeted improvements can make a significant impact. From strategic email campaigns and client engagement initiatives to automated workflows that ensure consistent touchpoints, we customize every aspect to align with your business goals and your clients’ needs. With our support, advisors can maintain a steady presence in clients’ lives, reinforcing trust and authority in a competitive marketplace.
Solution Driven Technology’s marketing services empower advisors to build lasting connections and drive growth without the hassle of managing complex marketing efforts on their own. Whether you’re looking to increase client retention, attract new leads, or simply improve communication, our tailored marketing solutions ensure that your message reaches the right audience at the right time.
Networking & Reliable Internet Services
At Solution Driven Technology, we specialize in delivering comprehensive networking solutions tailored to meet the unique needs of your business. Whether you’re upgrading outdated network systems or installing a brand-new infrastructure, our team ensures a seamless and efficient process from start to finish.
Our Networking Services Include:
- Optimizing Internet Service Providers (ISPs):
We conduct a thorough evaluation of all available ISPs in your area, comparing service rates, packages, and reliability. This ensures you receive the best possible rates and the most reliable service to support your business operations. - Transparent Project Costs:
We provide detailed and accurate quotes for all associated devices and installation costs. This upfront transparency helps you plan your budget effectively while avoiding unexpected expenses. - Router and Wireless Access Point Installation:
Our team handles the installation of routers and wireless access points, ensuring optimal placement and configuration for maximum speed, coverage, and reliability. - Comprehensive Network Cabling and Setup:
From installing faceplates to running all necessary cabling, we take care of every detail to establish a fully operational network. Using the latest technology and best practices, we design and implement systems that align with your business goals and growth plans.
Integrated Phone Systems for Enhanced Communication
Solution Driven Technology offers complete PoE (Power over Ethernet) phone system setups that seamlessly integrate with client databases, providing Financial Advisors and their teams with advanced communication capabilities. Our intelligent phone systems not only improve internal communication among advisors and staff but also enhance client interactions by displaying relevant information on incoming calls. Advisors can instantly see who is calling and access essential client details, allowing for more personalized and efficient service.
By implementing these integrated phone solutions, we enable advisors to manage communications effortlessly, fostering stronger client relationships and a more connected, informed team.
Compliance
Navigating compliance regulations is a critical, yet often complex, aspect of providing financial advisory services. Solution Driven Technology understands the rigorous standards set by the SEC and broker-dealers, which can slow down processes and add layers of approval. Our team is well-versed in these compliance requirements, and we ensure that all our services operate strictly within broker-dealer guidelines and are submitted for approval before implementation.
Services
Just the Tip of the Iceberg!
The services highlighted above represent just a fraction of what Solution Driven Technology offers to Financial Advisors. In addition to the broad areas we cover, we provide a wide array of specialized services tailored to meet the unique needs of our clients. This includes customized reporting for both clients and advisors, as well as the integration of updated and live account data feeds into platforms like eMoney for seamless client access.
If you have a specific idea or requirement, we have the expertise and flexibility to bring it to life. With Solution Driven Technology, the possibilities are endless!
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Contact Us
If you would like to explore how Solution Driven Technology can enhance your business, we invite you to contact us for a complimentary consultation. Please fill out the information below, and our team will reach out to discuss your unique needs and how we can assist you.