CircleBlack Is the “Access Point” for Client Engagements at Eagle Financial Group
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About Eagle Financial Group
Based in Eagle, Idaho, Eagle Financial Group LLC is a financial services firm specializing in a personalized, hands-on approach to delivering service excellence to all its clients.
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The Challenge
Throughout his 20-year career as a financial advisor, Kevin Andrews, founder of Eagle Financial Group, noticed significant changes in technology and trends. Keeping up with them is the best way to ensure he can deliver exceptional customer service.
CircleBlack helps him focus and maintain a steady handle on client communications to ensure clients are on board with recommended investment decisions.
The Solution
With CircleBlack, Andrews can focus on delivering the best possible level of service to his clients. In recent years, Andrews has noticed a shift in his role as an advisor. His clients have been leaning on him more as an educator.
More often, clients feel more at ease and get a better understanding of their financial situation with visuals. According to an Advisor Technology study from InvestmentNews, 88% of investors have greater confidence in their financial plan if there is a way to visualize a range of outcomes.
Unique market challenges led the firm to go beyond planning and provide more comprehensive analyses. CircleBlack supports the team by tracking, evaluating, and presenting these numerous data points in simple, sensible reports.
- Effortless client communication
- Data-driven insights
- Seamless Integrations
Guiding Client Education
Knowing how fast information moves, Andrews strives to create a slower-paced educational experience for clients. Typically, meetings begin with a view of performance. From there, conversations focus on client-specific questions. CircleBlack helps Kevin Andrews maintain positive, forward-moving discussions with his customers.
“CircleBlack is a great centerpiece in our client meetings,” he says. “We start with a shared view before going off on tangents.”
Data-Driven, Error-Free Insights
Since implementing CircleBlack, Andrews has relied on the platform as his primary tool for generating client reports. With this systems-based approach, he can generate performance reporting faster and without the risk of human error.
“All I need to do in CircleBlack is click a few buttons,” says Andrews. “Our clients love the reporting because they get access to the exact information that they need. We can focus on the big picture or go as deep into the data as we need.”
Comprehensive Integration Capabilities
Through strategic tax automation, Andrews focuses on the human-level conversations that his clients need to make their best decisions. Specifically, Andrews relies on CircleBlack’s network of software integrations. Advisors report saving up to 15 hours per week by automating data integration and synchronization from various sources.
“MoneyGuide Pro is my favorite planning software,” says Andrews. “The income segmentation tool is particularly helpful. Before integrating MoneyGuide Pro and CircleBlack, I would do this by hand.”
With these systems in place, Andrews has freed up hours to support his clients and enjoy life outside the office. Overall, advisors report saving up to 10 hours a week from integrations alone.
Disclosures: This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice.
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