Birst Applications for Wealth Management drive assets and revenue for financial services firms by proactively identifying new opportunities for individual advisors and recommending specific actions they can take to close business. Our applications find the best up-sell and cross-sell opportunities in each advisor's existing book of business by examining the activities of brokers with similar practices and applying the most successful approaches.
Birst helps Wealth Management firms to:- Drive revenue growth
- Increase assets
- Boost fee-based assets
- Improve client retention
- Drive growth throughout the firm
- Align resources with opportunities
- Transform brokers into trusted advisors
"Birst helped me grow my business by almost 25% in just 8 weeks by uncovering untapped potential in my existing book"
- Financial Advisor, Top 10 Wealth Management Firm
Insight from the Advisor to the Executive
Birst Applications for Wealth Management provide business insight to all levels of the organization, helping everyone to deliver better results by aligning activity around individual client needs and the company's greatest opportunities.
- Advisors: Birst highlights specific clients, client segments, and product offerings that represent that particular advisor's greatest growth opportunities and recommends specific actions to close them.
Read more in the Wealth Management Advisor Datasheet. - Branch Managers: Birst identifies the greatest branch opportunities and then indicates which specific advisors and clients will play the largest roles in realizing that value. Branch managers can better coach their advisors by accessing detailed insight into each advisor's performance and opportunities, while monitoring the status of individual accounts.
Read more in the Wealth Management Branch Manager Datasheet. - Executives: Birst identifies the greatest opportunities for each region and product, for the firm as a whole, and then identifies the specific advisors and branches that are best positioned to capitalize on each opportunity.
Read more in the Wealth Management Home Office Datasheet. - Field Support Personnel: Practice management consultants and other field support staff can focus their efforts on practices and products where they can drive the greatest growth. Birst's powerful ad hoc reporting area also allows them to quickly build custom reports to answer specific questions and support executive and advisor-level decision-making.
