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AdvisorEngine’s CRM growth tool, Lead Concierge, named a finalist for the Wealthies awards

AdvisorEngine is proud to announce its CRM client growth tool, Lead Concierge, is a finalist in the marketing automation category for this year’s Wealthies awards.

We believe an advisor's website should make it easy for prospective clients to connect. AdvisorEngine CRM’s Lead Concierge makes it happen seamlessly.

Lead Concierge allows an advisor to leapfrog over the manual, error-prone task of having to collect lead information into a spreadsheet and then manually input it into a CRM. The webform integration automatically sends any information directly to AdvisorEngine's CRM, immediately creating a record and workflow, saving the firm valuable time.

AdvisorEngine CRM is also integrated with the popular scheduling application Calendly, so prospects can set up a time to talk with an advisor without picking up the phone.

The most important goal of the Lead Concierge initiative was its no-code design. We ensured advisors didn't have to do any coding or extra configuration to get prospects' information directly pumped into their CRM.

We were excited to see advisors suggest other ways to apply Lead Concierge beyond its initial purpose as a plug-in for advisor websites. Thanks to their feedback, clients can now drop the tool-created code directly into emails, making the digital prospecting effort even more direct and efficient.

Our clients raved about the ease and depth of our Lead Concierge. They loved the ability to convert prospects into contacts straight from their website or email. Advisors welcomed this marketing automation to grow and scale.

“It's great to be recognized for our commitment to expanding our CRM platform with features aimed at helping advisors grow their business through easy-to-use prospecting tools,” said Patrick Arnold, AdvisorEngine’s head of product development.

Now in its eighth year, The Wealthies, presented by WealthManagement.com, have become the industry’s top awards for recognizing innovation in the advisor technology space. The winners will be announced in-person in New York City on Sept. 8.

If you’re interested in learning more about how Lead Concierge can seamlessly automate your prospecting, you can sign up for an AdvisorEngine CRM demo here.


This blog is sponsored by AdvisorEngine Inc. The information, data and opinions in this commentary are as of the publication date, unless otherwise noted, and subject to change. This material is provided for informational purposes only and should not be considered a recommendation to use AdvisorEngine or deemed to be a specific offer to sell or provide, or a specific invitation to apply for, any financial product, instrument or service that may be mentioned. Information does not constitute a recommendation of any investment strategy, is not intended as investment advice and does not take into account all the circumstances of each investor. Opinions and forecasts discussed are those of the author, do not necessarily reflect the views of AdvisorEngine and are subject to change without notice. AdvisorEngine makes no representations as to the accuracy, completeness and validity of any statements made and will not be liable for any errors, omissions or representations. As a technology company, AdvisorEngine provides access to award-winning tools and will be compensated for providing such access. AdvisorEngine does not provide broker-dealer, custodian, investment advice or related investment services.

Suleman Din

Suleman Din

Suleman Din is AdvisorEngine's Advisor Intelligence Lead. Previously he oversaw technology coverage for American Banker and Financial Planning. At Financial Planning, Din launched ReinventWealth, the first newsletter dedicated to covering the evolution of digital wealth management and helped establish its INVEST conference. Previously, Din was a contributing editor to Knowledge@Wharton, the online business journal of the Wharton School of Business, and reported for the Newark Star-Ledger, where his coverage of the Asian tsunami in 2004 earned him a finalist nod for the Livingston Awards.

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