.png?width=171&height=47&name=Navy%20and%20blue%20fintrx%20logo%20(1).png){kind=small}
Their Challenge
Scaling efficiently across the private wealth landscape, particularly within the RIA segment, posed significant challenges for VCM. Without the right tools and insufficient data, the group struggled to navigate the complex market and achieve their growth objectives. Access to digestible and accurate data emerged as a top concern for VCM. They recognized the critical role of efficient data management in their overall strategy, highlighting the need for a solution that could provide comprehensive and reliable information.
The transition from Discovery to FINTRX was driven by the desire for improved service level and support, recognizing that the success of any data intelligence platform hinges on the quality of support provided. VCM sought a partner that could offer exceptional customer support, ensuring a seamless onboarding process and ongoing assistance throughout their partnership.
The Outcome
At FINTRX, we pride ourselves on delivering exceptional service and understanding the importance of a smooth transition when adopting new technology solutions. By addressing VCM's challenges head-on and providing personalized assistance, we have helped them overcome scaling obstacles and unlock new opportunities in the private wealth landscape.
Paul LeBlanc from Victory Capital describes the transition as follows: "Overall, the client service and support is exceptional and the best I have worked with in 20+ years in the business." This testimonial emphasizes our commitment to providing outstanding service. Today, VCM has full access to 4,000+ single and multi-family offices and 40,000+ Registered Investment Advisor firms. This extensive network has empowered VCM to broaden their connections and deepen their market understanding.
With FINTRX, VCM has the tools to unlock new opportunities and drive the business forward. They can easily navigate industry complexities, identify prospects, and optimize their strategies using our advanced search capabilities and integration options. Notable products the VCM team utilizes include territory data enrichment through user imports, location filtering at HQ and branch levels, ETF competitor reporting and the ability to analyze asset exposure across ETFs, Mutual Funds and SMAs.
Our mission is to empower VCM with actionable insights, enabling informed decisions and propelling their strategies forward. Together, we forge a partnership rooted in shared success, paving the way for VCM's continued excellence in the years to come.
.png?width=367&height=109&name=ezgif.com-gif-maker%20(3).png)