Case Study: The Back Office for Your Back Office

Featuring Jenny McNamara and Stephanie Prince

When your firm promises high-touch service, large and slow-moving or out-of-touch business partners threaten to disrupt your customer experiences.

For RIA firms like Richard Young Associates (“RYA”) of Georgia, there is no way to NOT depend on them. This introduces some risks to the client experience. Awkward robo attendants, complicated phone queues, and long hold times are not only frustrating, they can be costly.

Learn how RYA extends their bench by giving their back office a responsive back office of licensed annuity and insurance experts in RetireOne to ensure that client experiences meet their lofty expectations.