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SmartOffice
for Advisors & Agents
Client Success Stories
A History of Smartoffice Serving
the Wealth Management Industry
Richard C. Clouse, Jr.
Goldberg Clouse & Edgell, LLC
"SmartOffice makes it easy to build stronger relationships by helping me keep track of my clients."
Return to
Client Success Stories
Challenges
Move from a Windows-based solution to gain anytime, anywhere data access
Boost accountability to help ensure each team member is focused on the most important tasks
Increase organization across the business to reduce redundant processes
Provide clients with confidence that their sensitive information is safe from theft and disaster
Results
80% of all staff activity originates—and is recorded—in SmartOffice
Staff is much more efficient and follows a predictable, organized workflow
Notable increase in client satisfaction levels
Deliver more targeted client communication and mass email campaigns
Phone system integration supports tracking of outgoing calls
Catch an Upcoming SmartOffice Demonstration
Driving Processes with SmartOffice CRM
Dec. 6, 2023 - 11am PST | 2pm EST
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Take Control of Your Correspondence with SmartOffice
Dec. 13, 2023 - 11am PST | 2pm EST
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