Wealth Management Solutions


Create wow moments for your customers at “hello”

Did you know that less than 50% of high net worth individuals are fully comfortable with the fees they pay to their wealth management firm?*

And many are willing to take their business elsewhere for a better customer experience, which we all know starts with first impressions. That’s why companies like Mercer Advisors are using TaskRay to provide an impeccable onboarding experience for their clients.

*Source: 2017 World Wealth Report

“Since we started using TaskRay to execute our new client experience, we’ve seen a 20 percent increase in client retention.”

LOREN PIERSON  |  MERCER ADVISORS

ON PLATFORM

METRICS-DRIVEN

SCALEABLE

ON PLATFORM

METRICS-DRIVEN

SCALEABLE

Just a few of our happy wealth management customers

Want to learn more?

You can check out how others in your industry are using TaskRay on our case studies page.