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Meg Green & Associates Describes How Financial Advisor Cloud Technology Helps Them Lead in Client Service at T3 Wealth Conference

Barrons listed top financial advisory, Meg Green & Associates, plans to dramatically grow beyond its Miami base.  At the recent T3 Enterprise Conference that we
attended, the firm’s president, Todd Battaglia, talked about setting the stage for growth while simultaneously improving customer service, the firm’s infrastructure and compliance.

Battaglia says he initially saw Navatar One, built on the Salesforce platform, as primarily a technology refresh to improve the user interface, upgrade security and business continuance.

“One year into the partnership, we realized Navatar One is more than a software, it’s a connected growth platform that’s taking the DNA of what we do as a firm and embedding it into a technology system to make us better at what we do,” he said.

According to Battaglia, Navatar One delivers dramatic improvements in three crucial areas for Meg Green & Associates:

  • Time Efficiency: Seeing all of the client’s information in one view—correspondence, meeting notes and an up-to-date investment picture including last-close asset values—has significantly cut the time the firm formerly spent gathering information from disparate sources. 
  • Scalability: Mobile access to client information in this convenient, comprehensive platform from anywhere, at any time, has provided the means for the firm to expand their Miami operation nationally.
  • Compliance: The firm uses workflows to ensure regular client contact and that compliance information is up-to-date.  Also, to document regular due diligence with outside money managers.

More importantly, Meg Green has been able to standardize their key processes, which is an important first step to scaling the business.Battaglia says that Navatar One isn’t just helpful, it’s essential: “Without a system such as this, you are doing a disservice to your clients and to your firm.”

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