They said, “Proformex has become an important differentiator in retention and recruitment of financial advisor teams”.
We perked up, of course, but were also somewhat surprised by the comment, admittedly not expecting life insurance data solutions and technology to be key in conversations typically centered on assets under management or planning amongst other areas.
They grinned and continued: “We talk about our policy protection strategies, approach to client risk management in insurance, and efforts to give advisors a holistic picture of all client assets, whether accumulation or protection. The Advisor teams see the care taken for their client interactions and know insurance solutions like Proformex help them deepen bonds and strengthen relationships.”
As a technology partner who prides itself on real, human results, seeing how what we’ve built helps our partners differentiate their services and team is, well, awesome.
Stronger relationships, committed service, and trusted partners. A meaningful approach to growing business.
