Do you know the “Wallet-Share” your firm has of each of your customers? Do you know the common characteristics of your most profitable clients? These two simple questions are just a small sample of the necessary information required to build your next set of “Best-In-Class” services (products). In the ever-increasing competitiveness of the financial services industry, knowing how to differentiate your firm and build long lasting, generational relationships is fundamental to growth and success. Why not work with the company that has built the greatest number of impactful New Products for the industry than any other firm? Many of which are still today considered industry standard “tools” and sources of key “data”.

For example, the entire Asset Management Industry changed its marketing strategy when the “RIA Database” was invented. This technology and data gathering service changed asset management firm from top 100 client list data source, relationship builders to true target marketers, able to target the best opportunities for wallet share growth. Do you want to guess who invented the gathering of external asset data and marrying it to internal asset data for the first true wallet share data store that changed the way the industry marketed itself? You are correct if you said, Jeffrey DiLaura (Managing Partner of Relationship Velocity, LLC). Another example, do you know who invented the first cloud-based CRM with phone-based access for the financial services industry? Same answer and the list goes on and on. Perhaps you firm should consider partnering with the best-of-the-best in the industry (Relationship Velocity) in helping firms develop your next game changing set of products and services. “One great idea can change everything”-Jeffrey DiLaura, Managing Partner, Relationship Velocity.