User login
National Retirement Partners Announces Partnership with SalesForce.com - May 28, 2008(San Juan Capistrano, CA) National Retirement Partners, Inc. (NRP), one of the nation’s largest networks of independent retirement plan focused advisors, announced today that it has partnered with SalesForce.com to offer a customized client relationship management solution (CRM) which enables advisors to manage their office and every aspect of the customer lifecycle.
Some of the significant features and capabilities of the customized NRP CRM solution on SalesForce.com includes:
- Unlimited document storage
- Weekly commissions at a glance per client
- Live fund research
- Investment Analytics integration
- Fiduciary document storage and retrieval system
- Profitability analytics on a per client basis
NRP has developed arguably the most comprehensive and intuitive pension relationship management system in the industry. Using the Enterprise version of salesforce.com which allows for the integration of outside data fields NRP has created a one-stop tool for virtually all client servicing needs - from plan benchmarking, investment due diligence, fiduciary monitoring, client profitably analysis to the most basic client scheduling activities. The combination of the SalesForce platform and NRP customization for the retirement advisor has created a powerful tool for automating the retirement plan advisory process.
The release of the NRP CRM solution on the SalesForce.com platform comes after more than a year of research and development. The system has been in extensive use over the past several months by a few NRP Member firms across the country who provided their ideas and input regarding features and functionality for the system.
NRP Member firm Pensionmark Retirement Group was one of the initial firms to Beta test the new system. “The major advantage is that the NRP CRM solution is customized specifically to the needs of the pension focused advisor,” stated Troy Hammond, Pensionmark CEO and President. “Being able to integrate the investments and commissions into the CRM system is huge for us. The advisors who are going to thrive in the retirement plan industry will have to deliver a high level of service extremely efficiently. That is what the NRP CRM solution with SalesForce.com brings to us;” Hammond elaborated.
NRP’s CRM solution is completely customizable so users can organize their clients and their information according to their particular preferences. The system offers the flexibility to integrate client data with NRP investment due diligence as well as store any relevant documentation, such as Investment Policy Statements or Summary Plan Descriptions on a clients record. It is designed to be the central location to maintain all critical information advisors need to run a successful practice.
"In order for pension focused advisors to remain competitive in the market today, they must have processes in place that enable them to make more informed decisions, respond to the changing needs of their customers and provide a consistent customer experience across all channels," said NRP Senior Vice President of Operations Adam Sokolic. "With the release of the CRM system on SalesForce.com, NRP responds to these requirements with smoother administration features, a more flexible user-friendly interface and retirement industry focused integration."
One new feature that NRP plans to make available soon is the ability for advisors to give their clients the access to extract documents on demand, including Plan documents, anti-discrimination tests, Schedule A -5500's, Investment Committee Meeting minutes and more.
Further enhancements and features are continually in development and based on the collective input from NRP members who are using the application.
Pension focused advisors who wish to team up with like-minded, forward thinking individuals and organizations should contact NRP at 888-899-4015.
###
About National Retirement Partners
National Retirement Partners, Inc. (NRP) is one of the country’s largest networks of independent advisors who provide consulting and investment services to retirement plan sponsors and participants nationwide. NRP is dedicated to supporting advisors who service the retirement plan marketplace. Our independent perspective has been utilized by thousands of companies nationwide, with billions in retirement plan assets. Sharing diverse talents, expertise and a common focus, NRP Member Firms are able to deliver to clients what had traditionally only been available to larger firms - heightened best practices and investment due diligence, open architecture plan analysis and design, independent vendor search and benchmarking analysis and high quality service and communications. For more information about NRP, please visit www.n-r-p.com. |