Video | Boost your Advisor Communication ROI View a 30 second demo of how ReachStack for Salesforce increases the ROI of Advisor communication efforts across your firm.
ReachStack for Salesforce: Boost your Advisor Communication ROI
This 30 second demo video shows how ReachStack for Salesforce (RS4SF) helps Wealth Management firms increase the ROI on prospect and client communication, using AI, automation and sales intelligence. Hosted by Brendan Kenalty, CMO.
Video Transcript:
Advisors know communication is important, but also time consuming, so the challenge is seeing a clear ROI. ReachStack for Salesforce helps illustrate that communication ROI in 2 ways. First ReachStack makes communication much easier & efficient…by enabling firms to provide personalized, data driven & impactful Done4U communication programs for every advisor…with push of a button. Second..and most impactful….ReachStack’s seamless Salesforce integration, provides detailed, actionable intelligence from the communication programs directly into each advisor’s Salesforce dashboard, telling them who to call, and what to say. Powerful information for growth activities.
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