Introduction to Baird

Transcription

1 WEALTH SOLUTIONS GROUP Introduction to Baird CRM User Group

2 Who We Are

3 Our Firm

4

5 PWM Technology Best Practices Providing Technology Solutions, Training, Consulting, and Strategy for key PWM platforms. Technology Solutions Team Technology Solutions Specialists Phone and remote access technology coaching Technology Solutions Consultants In-person, hands-on, personalized technology coaching Dedicated CRM Coaching Programs and Resources Technology Education and Training Technology Product Management Team Business technology product managers directly responsible for maintaining and innovating key PWM Platforms

6 Integrated Wealth Desktop Financial Planning CRM Relationship Management Performance Reporting Wealth Desktop and Trading Advisory Platform Rep as Manager Fixed Income Trading Paperless Workflow Client Portal Net Worth and Budgeting Electronic Signature Social Media Wealth Metrics Digital Office Identity Protection

7 WEALTH SOLUTIONS GROUP Dynamics 365 Baird Private Wealth Management

8 John Zielinski Technology Product Manager About John John Zielinski joined Baird in 2013 and is a Technology Product Manager within PWM Best Practices. While the Technology Solutions team is dedicated to understanding evolving business needs and helping you find ways to make technology work best for your unique practice, as a Product Manager John is responsible for the day-to-day management of our CRM platform. John s background is in technology and sales management. While earning a Bachelor s degree in Information Technology Management at the University of Wisconsin-Milwaukee, John was a Supervisor at Best Buy. He oversaw and trained 20+ employees and helped clients find the right technology solution. He now is studying for his MBA at the University of Wisconsin-Whitewater. John is a FINRA Series 7 & 66 licensed professional. Technology Best Practices Providing Technology Solutions, Training, Consulting and Strategy for key PWM platforms. John is an active volunteer for Wisconsin DECA, a not-for-profit student organization dedicated to merging leaders and entrepreneurs for careers in marketing, finance, hospitality and management. He also sits on the board of Sales & Marketing Executives Education Foundation, which directly supports Milwaukee-area DECA students. He is a season ticket holder for the Milwaukee Bucks and backs all of the local teams, including Milwaukee Brewers and Green Bay Packers.

9 Agenda Typical Branch Structure Current CRM Usage Subtitle Example NEW! CRM Objective Peak into Baird D365 Member Showcase RAPID FIRE! Subtitle Example

10 WEALTH SOLUTIONS GROUP Typical Branch Structure

11 PWM Typical Branch Structure

12 WEALTH SOLUTIONS GROUP Current CRM Usage and D365 Objectives

13 Current CRM Usage Manage your book of business and client relationships Track prospects and opportunities Manage individual and team tasks Better communicate and serve our clients Integrated with client and account information

14 New CRM Objective Multi-phase transformation of the PWM CRM platform leading with a Technical Upgrade, followed by a phase to Strengthen Adoption, and continued with an Enrichment Phase to enhance and enable sales activity by tracking prospect efforts and increase efficiency through process workflow automation. CRM Manage your book of business and client relationships Manage individual and team tasks Integrated with client and account information Track prospects Designed to help you better communication with and serve your clients

15 First Phase 1 st MOVE TO CLOUD Technical Upgrade Improve System, On-Screen Reporting, Optimize Forms and Site Speed, Replace Quick Create Application, Move to Cloud, Maintain Version and Remain Competitive, Platform to Easily Deploy Future Enhancements.

16 Next Phases Wealth Management Process and Mobile Technology Second and Third Phases to enhance and enable sales activity by tracking prospect efforts and increase efficiency through process workflow automation.

17 WEALTH SOLUTIONS GROUP Peek into Baird D365

18 D365 Ribbon Navigation

19 D365 Create Activity

20 D365 Charts

21 D365 Charts

22 D365 Charts

23 D365 Dashboards

24 WEALTH SOLUTIONS GROUP Member Showcase

25 Member Showcase Who We Are and What We Do What Modules We Use Version Number of Users How Long What ISV s and How We Use Them Favorite Module and Why Tips & Tricks / Way to Improve Processes (what surprised you that you didn t know) Where Do We Go for Answers Questions?