Sales

sales@navatargroup.com

eusales@navatargroup.com

How Cascade Became a Leader in Client Service Using RIA Cloud Technology

Market:

Wealth Management

 

"Navatar is a fully integrated turnkey platform that connects all our key functional areas."

John Van Sant, President & CFO

Summary

Today’s ever more tech-centric world is changing the game for both clients and wealth managers. And client service is one of the key areas where the battle for a client’s wallet and mindshare is being waged.

“For us, client service and advisor service processes are really the most important and the most complex pieces of what we do on a day-to-day basis,” says John Van Sant, President, Cascade. “It’s also obviously one of the most time sensitive parts of our business as well, and a huge part of our value proposition.”

When Cascade, a boutique wealth management firm managing around half a billion, recognized that they wanted to differentiate by providing a better level of service to their clients, they decided to focus on accuracy, not efficiency. John led the charge, with the goal for a more consistent client and advisor experience.

“Like most small mid-size firms that are in the industry, we have five key functional areas- marketing, business development, investment management, client service and advisory service. Like most medium-sized businesses, we’re obviously limited on resources when it comes to personnel versus some of the larger firms. So in order to improve the effectiveness and efficiency most firms like us must have a fully integrated turnkey platform that integrates all of the different functional areas,” according to John.

Cascade picked Navatar One for Salesforce, as the hub for the turnkey platform, to help create connect all the functions.

The results? John Van Sant describes how Cascade built a model with consistent processes, as well as showcases exactly how key functions such client onboarding, service requests, client meetings etc, must function for an advisory firm.

case studies
  • Wealth Management

    Watch how Meg Green uses Navatar to ensure no client is left behind.

    WATCH NOW

Navatar Wealth Management

We offer a cloud solution that leading wealth managers use to win clients and manage their advisory business effectively. The platform comes integrated with custodians, portfolio management, reporting, document management and much more.

Learn About Navatar Wealth Management

Navatar Wealth Management

We offer a cloud solution that leading wealth managers use to win clients and manage their advisory business effectively. The platform comes integrated with custodians, portfolio management, reporting, document management and much more.

Learn About Navatar Wealth Management