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RIA Operators
1.1k members • Free
3 contributions to RIA Operators
11h •
Client Document Upload Platforms
Hi everyone, Quick question: What platform does your office use for clients to upload documents? Examples include Dropbox, ShareFile, TransferNow, etc. If you use something else, please let us know. Thanks!
1 like • 10h
We use Dropbox. Dropbox has been great, but we may transition to Sharepoint since we use the Microsoft Suite and it's included in the cost we are already paying.
1d •
Client Communication + Activity Delegation
Hello! We’re currently refining our Ops structure and looking to improve efficiency, and I’d love to get some input on a couple of areas: 1. We’re considering setting up a centralized “operations@...” email and a dedicated operations phone number for all client communication, rather than having messages come from multiple Ops Associates' emails/phone numbers. Does anyone use a system like this? What are the pros and cons? Have you run into any challenges — like emails getting missed — when managing a shared inbox? 2. We’re also working to better leverage activities/workflows in our processes (we use Redtail). For teams that use activities to manage requests between advisors and operations, how do you handle task delegation among multiple Ops Associates in a centralized operations structure?
1 like • 11h
@Theo Katsoulis I haven't used "zaps" before, I will have to look into that! It would definitely be helpful if there was a way to "claim conversations". Thanks!
0 likes • 11h
@Kevin Christensen That is my current plan if we move forward with the shared inbox! I way hoping to not put it on one person, but I think that may be the most efficient option. Thanks for all your input!!
1d •
Email Retention for Compliance
What company/product do you use for email retention (compliance purposes) for an RIA that uses Microsoft 365 for Emails?
2 likes • 1d
We use Redtail for our CRM and there is a "email journaling" feature that we have setup to capture all client emails in their CRM profile. Whatever CRM you use may have a similar feature!
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