Raymond James Rolls Out Alerts Portal, Creating Increased Efficiency and Collaboration Among Financial Advisors and Their Teams
19 Ottobre 2021 - 07:01PM
Demonstrating the firm’s commitment to supporting financial
advisors through innovative technology and its continued investment
in the platform, Raymond James has rolled out a new portal for
advisors and their teams that consolidates firm, department and
practice notifications into one centralized dashboard, according to
Chief Information Officer Vin Campagnoli. The Alerts Portal is
fully customizable and allows for multiple ways to organize and
forecast tasks for individuals and teams. Integration across the
Raymond James technology platform enables advisors to more easily
respond to notifications that impact their clients and business,
and collaborative tools within the portal keep teams on the same
page.
“A significant focus of our technology development and
innovation is on how we can make it even easier for financial
advisors to do business and serve their clients,” said Campagnoli.
“The Alerts Portal is another tool we’ve incorporated into our
technology suite to help financial advisors and their teams stay
organized and manage their to-do lists, all from a centralized
portal. Developed with input from financial advisors every step of
the way, this new tool supports greater efficiency and
collaboration. It simplifies advisors’ processes, ultimately
allowing them to spend less time on administrative tasks and more
time with their clients.”
Key benefits of the Alerts Portal include:
- It encourages collaboration and increases the efficiency of
administrative tasks: Alerts Portal was designed with financial
advisor teams in mind. Teams can set notification priority based on
their individual roles to maximize efficiency, with the added
ability to claim alerts and add comments that are visible to others
in real time. Interactive graphs that dynamically display what the
day will look like, along with the ability to take notes and view
each alert’s action history, make it easy to take ownership and
collaborate on key tasks.
- It puts control in the hands of users: A variety of
preferences enable financial advisors and their team members to
customize the portal based on their business needs, including
personalizing priority levels. Alerts, categories and due dates are
sortable, filterable and display prominently for ease of
identifying which alerts require action. Teams can also elect to
receive email alerts for high-priority items.
- It gives more time back: Alerts Portal simplifies the
process of alert management so advisors and teams can spend more
time connecting with clients and growing their businesses.
Integration across the Raymond James technology platform enables
users to take quick action on any notification.
The tool has been fully rolled out to the firm’s advisor
population and feedback shows positive impact within
branches:
“I love the new Alerts Portal. It’s so much easier to find all
alerts in one place. I also love the customization options
available. It’s great to see how everyone on the team is
collaborating and getting the job done in less time.”
“Our branch is very excited about the new portal. Being able to
see my team’s workflow across the board helps streamline a lot of
our processes.”
“Alerts Portal has been very easy to use and extremely helpful.
Our team has been using it a lot and it adds significant
efficiency.”
As with all Raymond James technology tools, advisors can access
Alerts Portal and more on their desktops or on the go. They can
also take their business anywhere with the firm’s award-winning
Advisor Mobile app.
To learn more about Raymond James’ technology and take a virtual
technology tour, click here.
About Raymond James Financial, Inc.
Raymond James Financial, Inc. (NYSE: RJF) is a leading
diversified financial services company providing private client
group, capital markets, asset management, banking and other
services to individuals, corporations and municipalities. The
company has approximately 8,400 financial advisors. Total client
assets are $1.21 trillion. Public since 1983, the firm is listed on
the New York Stock Exchange under the symbol RJF. Additional
information is available at www.raymondjames.com.
Raymond James & Associates, Inc., member New York Stock
Exchange/SIPC
Jana Fuller
Raymond James
727.567.2824
mediarelations@raymondjames.com
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