ARGI Financial Group: Using IAS to Grow Volume While Maintaining High Client Service Levels

The Challenge: Finding Efficiency

ARGI’s 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. “None of those disparate systems talked to each other,”  said Reeves. “It was inefficient and required far too  much redundant data entry.” 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.

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