How Advisors Excel is Leveling Up Their Client Relationships With IRIS

The Challenge

As Advisors Excel sought to meet the emerging needs of clients and expand its service offerings, the company faced several challenges:

Scalability

Manual processes and limited capacity hindered their ability to scale operations and support a larger selection of partners.

Client Experience

Providing a convenient, user-friendly interface for creating business development and client relationship tools and resources was a priority.

Agility

The time-consuming approval process for design and production of marketing assets was impacting their client’s ability to efficiently communicate, improve brand familiarity and encourage trust.

Vendor Management

Working multiple marketing vendors and service providers — each with their own processes and systems — was logistically complex.

The Solution

To address these challenges, Advisors Excel engaged IRIS Strategic Marketing Support to utilize its GearBox® platform. This powerful marketing automation solution provides the company with a centralized hub that allows their partners to create, manage and distribute marketing materials and communication tools, including made-to-order hospitality gifts for clients such as cookies, cakes and soups.

Key Benefits and Impact of GearBox^®

Enhanced Efficiency

Automated Workflows: GearBox® helped to automate the creation and distribution of marketing assets, such as newsletters, birthday cards, client gifts, white papers and more, significantly reducing manual effort and accelerating opportunities to enrich relationships and cultivate loyalty.
Streamlined Order Management: The platform simplifies the ordering process for print and digital materials, providing turnkey solutions for advisors and empowering them to quickly and easily fulfill their marketing needs.
Expanded Service Offerings: By consolidating a wide range of products and services from multiple vendors into a single platform, the company was able to offer advisors a wider range options for connecting and communicating with their clients and prospects.

Personalized Outreach

Customizable Templates: Advisors Excel clients can easily tailor templates with their branding and messaging, ensuring a consistent brand image across all materials.
Data-Driven Insights: GearBox® provides valuable analytics and reporting, enabling Advisors Excel to track the use of marketing services and tools and make data-driven decisions.

Empowered Advisors

Self-Service Platform: Advisors have control of their marketing efforts and brand identity, and can independently create and distribute marketing materials.
Improved Client Experience: Advisors can deliver timely and personalized marketing materials, fostering stronger client relationships and driving business growth.

"The IRIS GearBox® platform has been a game-changer for our business. It has allowed us to scale client support, improve efficiency and empower our advisors to take control of their marketing efforts,” said Bailey Nordgren, Advisors Excel print on demand program manager. “The platform is incredibly user-friendly, and our advisors love the flexibility and customization options it provides."

Discover how GearBox® can expand your capabilities, empower channel partners, benefit vendors and suppliers and speed business growth for everyone. Schedule a demo today.

How Advisors Excel is Leveling Up Their Client Relationships With IRIS

The Challenge

Key Benefits and Impact of GearBox®

Key Benefits and Impact of GearBox^®