We Are Equity Impact
Helping Financial Advisory Firms increase the value of their business through CRM data organization. Streamline your RIA’s operations with Tailored CRM Solutions.
By using Proven CRM Customization Techniques, we can help you:
- Increase Staff Productivity with CRM automation and workflows
- Minimize Compliance Risks by having your client data in one safe location
- Save Time for Your Office with less clicks and user-friendly navigation
Our Core Services include:
- CRM Impact Evaluation
- Initial CRM Setup and Customization
- Staff Training
- Compliance Monitoring Tools
- Ongoing Technical Support and Optimization