Concierge is a client-facing solution for wealth advisors seeking to:
Premium, Personalized Service
For growing advisory practices
- Enhance their productivity & client experience
- Engage clients in a virtual service model
- Get support with scheduling client review meetings, meeting preparation, client reporting & onboarding, client & prospect outreach, and more
White Glove Service
Tailored for Dynamic advisory practices
Hand-off your client onboarding process and ongoing client-related account services to a dedicated Concierge team member.
Organization and management of client account and related tasks
include full-service support for:
- Service request creation & submissions
- Client & account setup & maintenance in Wealth360™
- Data entry & paperwork preparation
- Client follow up & meeting preparation
- Salesforce & Orion reports, data query & usage
Dedicated Dynamic Team
Working for you and with your clients
Knowledgeable Concierge professionals possess:
- Strong industry experience
- Training on delivering exceptional advisor & client service
- Experience managing & escalating operational challenges
- Deep knowledge of Dynamic systems & processes
Enhanced Communication
You can expect
Weekly calls to discuss priorities, in-process items & new
requests
Personalized Slack channel to ensure expedient communication
& initiate service requests
Dedicated Concierge email address for added direct
communication
Open Item Tracking Tool, accessible by advisors, to provide
transparency on activity status
