After evaluating several other customer onboarding / project management solutions, Prospera Financial chose TaskRay because it provides their financial advisor partners with the ability to create repeatable action plans for their clients, ensuring no steps get missed and every “t” is crossed and every “i” dotted no matter how busy they get.
Prospera values servant leadership. This ethos—and the fact that financial services is one of the most heavily regulated businesses in the world—is what led them to use TaskRay to onboard their advisor partners and offer TaskRay as an onboarding project management / client success solution.
While each advisor has their own processes, Prospera is determined to help them become more efficient and not waste time reinventing the wheel in terms of the technology solutions they use to run their business.
TaskRay enables Prospera’s financial advisors to focus on what matters most: their client relationships.