Clients put their trust in financial advisors for two main reasons – market expertise and customer service. You can’t afford to miss crucial market data or be unreachable when your clients need you. Your clients turn to you for expertise and service, and you can turn to Howard Tech in the same way.
We’ve helped wealth management firms drive their businesses because we understand them. Critical issues that financial advisory firms face include:
- Compliance – wealth management firms are required to meet a host of security and data retention policies for consumer protection.
- Competitive pressure – the abundance of boutique firms, larger advisory firms and self-guided investment options create multiple attractive options for the consumer.
- Client expectations – even the savvy investor has issues or concerns about market fluctuations and investment options, adding service pressure on the firm.
IT Solutions for the Financial Services Industry
How can a local or regional advisory firm operate profitably in such a highly competitive market? Leveraging the power of technology is key, and Howard Tech has the expertise to help. We’ve worked with many financial firms and have implemented solutions tailored to improve productivity, drive efficiency, and reduce business risk. We serve clients in the financial services industry across Maryland, Howard County, Baltimore, Columbia, Ellicott City, Jessup, Hanover, Linthicum, Annapolis, Laurel, Elkridge and Fulton.
The security of your client data is paramount. We have best in class expertise to help you sleep better each night.
Acquiring new clients and retaining existing relationships is vital to any growing firm. Our CRM solutions are helping drive customer growth for our clients.
When your data deals with your customers’ finances, you must have a fail proof backup and disaster recovery plan. If disaster strikes, your business will continue to serve your clients.
All electronic communication between clients and advisors must be retained per SEC guidelines. Our archive solutions retain this data as long as you need.