Fiduciary & Fee-Only Financial Advisors and Planners
Contact: 614-441-9605 / firstname.lastname@example.org
Bringing all of our Tools and Information into One Place:
All of our systems are tied to and through Salesforce.com:
- Morningstar Office
- Your rebel Financial Website
- Our Custodians: TDAI, Fidelity, TIAA CREF, and others
- Our application process
- Our Gmail
- Google Apps
- Our Website
- Our phone system
Leveraging Data to Serve you Better:
We try to centralize all of our processes so that we do not have redundancy, which raises costs and increases errors. We can then use this centralization to link all the systems together, providing more services to you at a lower cost. We can also increase customer service because everything we do and all the data from our partners is accessible and searchable, right at our fingertips to provide utility to you.
Safe & Secure:
We have placed an enormous amount of trust in Salesforce and have exhaustively evaluated their security systems and procedure s to ensure that we are being good custodians of your sensitive information. In fact, over 50% of all Fortune 500 companies trust and use Salesforce. for their cloud-based relationship management software needs so it’s likely that at least a few other companies you do business with already have your information stored with/through Salesforce.com. Click here to read more about the security systems and procedures that Salesforce.com has implemented.