The Challenge: Finding Efficiency
ARGI‚Äôs founders soon discovered that a large-scale technology change would have to take place in order to reach its goal. The firm was using a financial-based customer relationship manager (CRM), a reporting system and financial planning software in a piece-meal fashion. ‚ÄúNone of those disparate systems talked to each other,‚ÄĚ¬† said Reeves. ‚ÄúIt was inefficient and required far too¬† much redundant data entry.‚ÄĚ The firm had to adopt a technology that would integrate all parts of the business in order to grow volume while maintaining the service it provided its existing clients.