WealthHub Solutions, a leading CRM provider servicing the North American family office and family wealth management industry, was included in The Wealth Mosaic’s first US Wealth Technology Landscape Report.
Part of the Wealth Technology Landscape Report Series, this first US report features a showcase of key solution providers to the wealth management sector in the United States. The report also features 11 informative thought leadership pieces and 18 featured solution provider profiles from technology providers to the US wealth management marketplace.
The report’s aim is to create a definitive guide for any wealth management firm in the US as they seek to understand, navigate, and select from their technology solution provider marketplace. The report is based on The Wealth Mosaic’s fast-growing website and will be updated and released annually.
WealthHub’s CEO, Jim Marks, provided a thought leadership overview centering on CRMs and their potential role as the ideal servicing platform for family offices, trust companies, and high-end RIAs. As a provider of a purpose built CRM designed to streamline trust administration,
“CRM systems, with their focus on sales, are not traditionally part of the family office technology stack,” said Jim Marks, “But the right CRM can drive real benefits in efficiency, family member experience, and reporting by helping to organize, automate, and communicate.”
WealthHub is well-positioned to serve this role and is helping a rapidly-growing list of organizations leverage the benefits of a best-of-breed CRM (Salesforce.com) infused with a comprehensive array of features/functionality supporting the day-to-day needs of trust administrators.
About The Wealth Mosaic
The Wealth Mosaic (TWM) is a curated, research-led marketplace directory of solution providers and solutions, all relevant to the business needs of wealth managers across the globe. Built with a specific focus on a changing wealth management sector, the TWM digital marketplace directory consists of thousands of business and solution profiles categorized against a dedicated taxonomy to support their discovery and engagement. For wealth managers, TWM is designed to support their need to be able to more easily and efficiently discover the solutions and solution providers that are increasingly relevant to the needs of their business. For solution providers, TWM is about supporting their positioning, exposure and business development needs in a more complex world. Together, TWM is aimed at narrowing the knowledge gap between the buyers (wealth management firms) and sellers (solution providers) and supporting them to connect and do business. To support and drive that, TWM is a building a deep content resource around the directory and a set of tools and services (online and offline) to help both sides better navigate, connect and understand the dynamic marketplace in which they work.