Case Study

Royal Wealth

Royal Wealth is a registered investment advisory firm offering investment and financial planning services to businesses and individuals. 

Intro

How We Increased Customer Growth By 28% In A Single Year.

Royal Wealth needed help creating an competitive advantage. They wanted to create an atomosphere where clients wanted to refer their friends and family. They also wanted to completely update their investment methodology to better match the times. 

Details

Challenge & Solution

Challenge

This firm had subscriptions with Redtail CRM, Dropbox, Ringcentral, ActiveCampaign, Blueleaf, etc. just to name a few. When their technology costs were evaluated the cost per employee was roughly $490 per month. The client portal was very lacking as it was strictly the client portal of Blueleaf and the customer experience was truly lacking. 

Solution

Our solution was simple. Get rid of all the outside subscriptions. After working closely with upper level management we explained a much more institutional approach to managing money.

Upon WealthDrive’s adoption into the firm the growth has been phenominal. The clients are excited and the referral engine is truly organic. 

Annual Savings

$72,900

New Clients 1st 12 Months

118

Sales Increase

28%

Average Revenue per Client

$2,250

Testimonial

“I can’t believe it took us this long to make a change. So happy that we did. Numbers don’t lie.”

Claude M. Royal – CEO