Who is United Capital?
Founded in 2005 by Joe Duran, United Capital is the first and largest Financial Life Management firm, with more than 80 offices nationwide and more than $16 billion in assets under management. United Capital tailors advice, a financial plan and an investment strategy to help clients meet their life goals — not just their financial goals.
As United Capital grew rapidly, so did their needs. The company opened multiple offices at new locations and expanded to include new lines of business. With this growth, there was an increasing need for brand and message consistency.
What did United Capital need?
- United Capital wanted each client to receive an ongoing series of guidebooks that documented their personal financial journey and growth within the firm as they worked to achieve their life goals.
- They wanted the ability to edit specific fields in assets to personalize the assets based on demographic details of the customer, and tailor product and service data to be specific to an individual customer.
- United Capital needed the ability to create a consistent and scalable approach for a personalized yet standardized client document.
- They wanted to leverage the data available in their CRM, Salesforce and wanted to give their advisors (salespeople) the access to generate a personalized guidebook on-demand, from Salesforce, at any point in time, as client’s lives change.
What did Mindmatrix offer?
Mindmatrix provided United Capital with a single, fully integrated platform that was repeatable and scalable.
- Mindmatrix provided a unified solution that was easily and quickly accessible to United Capital advisers and support staff.
- Advisers could create custom and personalized guidebooks that helped them earn the trust and loyalty of their clients.
- Mindmatrix offered robust CRM (SalesForce) integration for easy access to client information.
Mindmatrix offered United capital ONE platform for all their sales enablement needs
Mindmatrix offers Channel & Sales Enablement Software for direct and indirect sales channels. Mindmatrix is the only provider of a Single Unified Platform that combines PRM software, Direct Sales and Channel Enablement, Channel Marketing Software, Marketing Automation software and Marketing Asset Management. Mindmatrix takes you through every step in the sales process from lead to revenue, enabling your salespeople and channel partners to sell more, faster.
