Barber Financial has a keen focus on creating the best client experience. The client operations model is built on client data at the fingertips of all team members. Cirrus Insight ensures that client meeting data is captured and available.
Client meeting data is the key data point that touches every piece of Barber's operation. Without proper scheduling of client meetings, tracking of meetings that have taken place, and reporting meeting types and data- the entire operational model breaks down.
Key Challenge Met With Cirrus Insight:
Client meetings require 3 major things to ensure an excellent client experience: