“ We can run hundreds of accounts a minute , where previously we didn ’ t have that ability ”
— Kyle Wesley , CDO , Bleakley Financial
prepare for their meetings , and made them more proactive in growing their business . Within such a diverse organisation people accept change at different speeds , Wesley admits . “ Some people struggled with the CRM migration but now we ’ re getting feedback that it was the best decision we ’ ve ever made , and that they love the Practifi migration !”
Bleakley ’ s vision is to become the top wealth management firm in the Northeast area , doubling its size in the next four or five years . It will depend heavily on digitisation of its operations to achieve that . “ We ’ re recruiting heavily right now ,” concludes Kyle Wesley .
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