More Client-Facing Tools to Help You

Time and again the "client-comes-first" credo has proven to be good business — for Raymond James Financial Services (RJFS), its advisors and their clients. Now RJFS is enhancing its client-first focus with several key initiatives that will be front and center at this year's conference in Las Vegas.

As the heart of the RJFS brand promise and one of its core values, the client-first focus mission is about increasing customer satisfaction. Studies show that a client that is highly satisfied and engaged is five times more likely to refer an advisor.

The spotlight in Las Vegas will shine on some of the new and improved resources the Raymond James home office is providing advisors to help deliver on that promise and tap the benefits of those resources. These initiatives are designed to align sales management objectives, operational changes, marketing support, conference content and technology advancements. Advisors will notice them most in such areas as investment performance and needs, client progress toward goals, risk tolerance and new products and services.

And they will notice the enhancements soon, with new client-focused resources relevant to fixed income risk management, Social Security deposits, asset allocation reviews, cash management and onboarding process rolling out in the weeks and months ahead. The Investor Access platform is a prime example. The newly formed Client Experience group established a steering committee and developed a robust research and data-driven approach to identify and respond to client and advisor needs for Investor Access. Recent enhancements have delivered measurable improvements in satisfaction for both clients and advisors.

And there's more to come. To further support the firm's strategic retirement and cash management initiatives, Investor Access will soon provide clients with enhanced online money movement features, in addition to an upgrade to the Capital Access Bill Pay system. Also, in response to regulatory requirements for cost basis disclosure, Realized Gain/Loss will also be delivered. These are just a few of the features on the roadmap.

Each of these enhancements has one overriding goal: keeping the Raymond James promise of client-first. By consolidating the tools available to advisors and distributing them in line with the company's goals, client experiences can improve, making it easier for advisors to do business through coordinated, actionable resources.