Wealth & finance International - Wealth & Money Management Awards 2017

www.wealthandfinance-intl.com 15 them solutions they can use and understand. You cannot talk to a Robo-advisor.” Technology is integral to the firm, ensuring it stays up-to-date with the needs of its clients’, notably CRM, which means that the staff members and Bill are able to maintain communication with clients on a regular basis. Also, he explains that the technology used to plan and monitor stocks are an effective investment for the business. “We use a wide array of technology to enhance customer service. Primarily, though, I would say the most effective tools are the planning and stock monitoring tools we invest in. Other tools such as CRM, help us maintain appropriate levels of contact with all of our clients.” Overall, Bill McElroy’s Manulife Securities Incorporated branch can look forward to a positive future, as they aim to build upon their success and support a wider range of clients over the coming months and years, providing them with the same high quality solutions and client interaction which the firm has come to pride itself on.