Finding Value in Low Potential Brokerage Customers

By incorporating WealthComplete into the firm’s customer management efforts, the brokerage firm was able to identify thousands of low balance – low potential accounts, resulting in:

  • An ROI of over 300%
  • $2.5 million in revenues from newly assigned account fees
  • $20 million in new assets under management (AUM)
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WealthGauge for Financial Advisors
WealthGauge for Financial Advisors

Empower financial advisors with wealth-based client scoring, integrated with Salesforce.

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Quantifying the Opportunity for Brokerage and Creating Client Treatment Groups
Quantifying the Opportunity for Brokerage and Creating Client Treatment Groups

Quantifying the Opportunity for Brokerage and Creating Client Treatment Groups - Bet Practices for Brokerag...