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Asset Management
RIA and Broker-Dealer Relationship Management
Complexity
Medium
Timeline
8-12 weeks
Outcomes
4+
Challenge
Fragmented tracking of RIA and broker-dealer relationships with no systematic approach to penetration analysis and opportunity identification.
Solution
Implement structured RIA/BD relationship tracking in Salesforce with penetration analysis, opportunity pipeline, and contact relationship mapping.
Key Outcomes
- Centralized RIA/BD relationship database
- Wallet share and penetration analysis
- Systematic opportunity identification
- Relationship hierarchy mapping
Tags
relationship-managementwholesaler-managementasset-managementria-distribution
Implementation Timeline
8-12 weeks
Medium Complexity