Q: How did Dynamic Planner help you solve your key challenge?
Our vision at Solomon was to build a scaled advice and wealth management business, on a national basis, driving a consistency of quality, a consistency of service and a consistency of client outcomes. We really wanted to focus on, through the use of technology, greater client education and greater client engagement – compared to a traditional IFA scenario, where that previously may have been sporadic and dependent on who your IFA was.
What was our challenge, achieving that? First, that vision we had isn’t how advisers have traditionally evolved in our industry. They have been used to doing things their way, to a large degree. They perhaps have not been particularly tech-savvy. And they have been wedded to what technology they have used.
There has been no suitable technology solution in a box for advisers and for their clients. There was really no CRM available which could communicate with clients and articulate what as an adviser you were trying to achieve, in an appealing way. What Dynamic Planner provided us with was a best-of-breed solution, to solve that need that we had.