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ReachStack is a Sales Enabler. A digital prospecting & communication tool that uses data analytics, AI & email marketing automation to efficiently manage all your Client communication & Revenue opportunity identification cycles for all the Advisors in your firm.

More efficiently drive impact in your firm's

Client Communication & Revenue Opportunity cycle.

ReachStack helps your firm shift thousands of Advisor hours a year to prospecting it's best revenue opportunities and clients.

 

We manage your end-to-end process of creating client communications, FINRA compliance checks, sending to clients from their Advisor, collecting and analyzing client response, then sending each Advisor their top Revenue opportunities for actioning.

Help your Advisors maximize prospecting impact throughout the Cycle. 

ReachStack platform is built from Advisor's perspective, providing a unique set of tools and easy to action information that helps maximize prospecting efficiency and impact.

Take a quick tour of ReachStack.

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Advisor Opportunity & Action Dashboard.

The hub of your Advisor's ReachStack experience. This dashboard provides a wealth of actionable prospecting information in a single view.

1)   Next Best Revenue Opportunity – Actionable list of most interested prospects by product

2)   Client Satisfaction scores – Real time data on Client NPS score vs benchmarks

3)   Engaged Clients List – Actionable list of most engaged Clients by activity type

4)  Top Campaign Performance – Review & turn on top programs from across firm

5)  Top Performing Content – Review & utilize top content by topic from across firm

 

Client iProfile with actionable Interests.

Another powerful element of your Advisor's ReachStack experience are the detailed Client profiles summarizing every digital interaction, and providing a wealth of actionable information on each Client in a single view. This information is also be pulled into Client profile in any CRM.

1)   Next Best Product  – Actionable list of product this client is most interested in

2)   Topics of Interest -  Actionable list of topics this client is interested in 

3)   Interaction & Engagement Trends – Quickly understand each client's level of activity with you

4)  Client Satisfaction scores – Real time data on Client's NPS score vs benchmarks

 

Simple 1-click Advisor email review and approval tool.

Key element of your Advisor's ReachStack experience is the email control and approval process. All client emails must be reviewed and approved by appropriate Advisor before sending to their clients. As the system generates recommended communications for their clients, each Advisor is notified via email where they quickly review the message and client distribution list right on their phone. With 1-click they are able to Send, Stop or edit and personalize the intro message. Once emails are approved by the Advisor, they are automatically sent to clients directly from their Advisor's email address.

1)  Advisor Control Gate – All emails prepared for clients MUST be approved by Advisor 

2)  Easy Review & Approval – From any device, advisors quickly review then SEND, STOP or EDIT 

3)  Personalize the Intro -  Advisors can quickly edit and personalize the email intro copy 

 

Enterprise level Executive dashboards for Program & Content performance.

Another powerful element of your Advisor's ReachStack experience are the detailed Client profiles summarizing every digital interaction, and providing a wealth of actionable information on each Client in a single view. This information is also be pulled into Client profile in any CRM.

1)   Client Reach & Interactions  – Track & manage increase in Advisor-Client interactions

2)   Advisor Adoption & Usage  – Track & manage participation by Advisors

3)   Client Satisfaction scores – Real time data on Client NPS scores from across enterprise

4)   Content Performance – See what content topics, features & formats clients are interested in

5)  Top Content Authors – Understand which people at your firm Client's want to hear from 

Get Advisor growth ideas, tips & best pactices.

ReachStack | Advisor Growth Platform for Wealth Management

Enterprise Email Marketing Automation & Client Intelligence Platform

Info@ReachStack.com | 1.877.977.8225 | Toronto | Canada Florida | United States

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