“After a long look at systems that were available to us, we realized that WealthServ was the only software that really gave us everything we needed in one package. iPipeline Canada listened to what we wanted to achieve and helped us get there.”
-Rhonda Meyer, COO
Harbour is a full-service broker dealer providing support for brokerage and direct business. Their philosophy values long-term relationships and looks to provide outstanding, personalized service to their representatives.
Harbour was looking to streamline its back office and improve service to their representatives. However, the challenges of using multiple back-office systems prevented them from reaching this goal:
Harbour replaced their multiple systems with WealthServ to provide one central, integrated solution. iPipeline worked with Harbour to configure WealthServ to suit their specific needs:
The major result for Harbour was that they were able to significantly reduce the amount of staff engaged in mundane back-office tasks:
“We have high-caliber people and it was great to reassign them to higher value tasks such as supporting representative sales” said Meyer.
In addition to reducing work effort, Harbour was able to meet their target of providing information to representatives within 24 hours of receiving it. “It used to take us a week to compile the information for representatives, now we can do it within 24 hours.” Meyer continued, “The feedback I get from our staff is ‘I don’t know how we managed before’, that’s the difference WealthServ has made.”