Atlas Financial: Client Retention Hits 96% with Custom CRM
A 12-advisor wealth management firm managing $450M in assets achieved 96% retention by centralizing client data and automating compliance. Revenue per advisor increased 35%.
Atlas Financial Advisors is a registered investment advisory firm managing $450M in assets for 380 client households. Their generic CRM couldn't model the complexity of financial relationships: households, trusts, entities, and multi-generational planning.
The Challenge
Atlas managed $450M in assets with 12 advisors but relied on a generic CRM that couldn't handle compliance requirements, household relationships, or the complexity of financial planning workflows.
The Solution
We built a purpose-built CRM with household relationship mapping, automated compliance documentation, review preparation workflows, and a secure client portal for document sharing.
The Results
“Our advisors finally have a system that works the way financial planning actually works. Client reviews went from dreaded to seamless.”
The Challenge
Advisors were spending more time fighting their tools than serving clients. Compliance documentation was manual and audit preparation consumed weeks. Client review meetings required hours of manual data gathering from multiple systems.
- Generic CRM couldn't model household and entity relationships
- Compliance documentation maintained manually in Word docs
- Client review prep took 2+ hours per client
- No secure way to share documents with clients
The Solution
We built a CRM specifically for wealth management workflows: household and entity modeling, automated compliance documentation, one-click review preparation, and a secure client portal for document exchange and digital signatures.
The Results
Client retention jumped from 88% to 96% as service quality improved. Advisors reclaimed an average of 8 hours per week previously spent on admin, which they reinvested in client relationships and prospecting.
What Our Clients Say
“International sourcing, customs tracking, and wholesale distribution. Our CRM handles the complexity of cross-border commerce that no off-the-shelf tool could manage.”
Dennis Chen
Managing Partner, Pacific Rim Trading
Los Angeles, CA
“Cross-selling advisory services to our tax clients was ad hoc before. Now the CRM flags opportunities based on client profile and we've grown advisory revenue 40%.”
Howard Chen
Principal, Chen & Partners
New York, NY
“Managing relationships with hotels, activities, and transportation providers alongside our client bookings. One unified system instead of five separate tools.”
Janet Kim
Owner, Pacific Rim Tours
Honolulu, HI
“Marketing attribution was a black box. Now we see which campaigns drive pipeline, which content converts, and what our actual CAC is by channel. Game changer.”
Michelle Park
VP of Marketing, NovaTech Solutions
Raleigh, NC
“10 service trucks, 200+ jobs per week. Dispatching, customer communication, and invoicing used to be a 3-person job. Now the CRM handles 80% of it automatically.”
Craig Weston
CEO, Weston Home Services
Tampa, FL
“Managing 200+ member relationships and grain contracts in a custom CRM replaced a filing cabinet and three spreadsheets. Our members can log in and see their own data.”
Robert Johansson
General Manager, Prairie Sun Cooperative
Fargo, ND
“Matter management, conflict checking, and client communication all in one system. Our attorneys actually use it because it was built around how they work.”
Daniel Kim
Operations Lead, Summit Legal Consulting
Denver, CO
“Client review meeting prep used to take 2 hours per meeting. Now the CRM generates a complete client brief with portfolio changes, life events, and action items in 5 minutes.”
Arthur Simmons
Founder, Simmons Wealth Management
Scottsdale, AZ
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