Accomplishment(s): I feel like I have accomplished a great deal each time we receive feedback from advisors that we nailed it, that the tools we designed with them in mind have made an impact on their day-to-day. When we do our jobs right, I expect to get this kind of feedback on everything we roll out.
Two key accomplishments that come to mind as game-changers for our advisors are continued enhancements within our integrated technology platform: Product Catalog and Advisor Mobile. Product Catalog enables advisors to review financial products using multiple data sources, and they can easily identify whether a product is allowed at Raymond James. That’s something you can’t do with any third-party system.
And the Advisor Mobile app lets advisors take their business on the go. From CRM notetaking to running client reports to advisor texting, Advisor Mobile makes it even easier for them to communicate and do business with their clients.
It always feels good to know that the technology we develop has made a difference in the lives of our advisors. We understand how busy they are and how vital the client-advisor relationship is. That’s why it is our job to provide tools that help them work smarter, so they can focus on building those relationships.
Our key to success, and what we continue to hear that differentiates Raymond James, is the great deal of energy we put into listening to our advisors’ needs.
We do this through the guidance of our Technology Advisory Council along with ongoing feedback from advisors, and the continued investment in IT and our IT associates, who are dedicated, talented and understand our advisors’ business.