Develop A Plan

Plan For Growth

AX2 conducts a fact finding and goal setting meeting then presents a comprehensive report on your firm that organizes firm assets and provides deeper insights into typically disorganized areas like technology, integration, licensing, hardware, customer experience, marketing and historic data.

Plan For Growth

AX2 will help assess your internal abilities and recommend technology vendors, service specialists or performance marketing agencies that can help you meet your firm growth goals. We'll work with you to create a strategy that is both carefully planned and cost effective while saving you time reviewing the myriad options available to advisors.

Create A Scalable Technology Aquisition Process

AX2 readies your firm for due diligence in the goal areas identified during fact finding and planning meetings. We provide RFP and RFI templates pre-populated with firm details. We'll research and create a vendor short list and attend technology demos with your team. AX2 will assist with project management and help promote stakeholder discussions to expedite decision making. Once a vendor has been selected and a project timeline created, we'll help with contract and licensing negotiations.

Success Automation and Analytics

Create A Scalable Technology Aquisition Process

Marketing automation helps leverage technology to scale your marketing efforts and create more predictable results. AX2 will assess your usage of current technology to determine if you are utilizing the existing tools to their full capability or if you could benefit from a new process. We will help you create a system to track and analyze your marketing campaigns to measure their effectiveness and identify areas for improvement. We'll help you use analytics to make informed decisions about your marketing strategy.

Spend Time Advising. Lower Expenses.

It's understandable why many advisors become deeply involved in managing their business technology—it's crucial. From experience on the receiving end of advisor due diligence calls, we've observed advisors struggling to organize multiple vendors and align their needs with generic sales demos, often leading to no action. The most successful firms use technology effectively without it consuming all their time.

Create Fans. Keep Them Satisfied

Spend Time Advising. Lower Expenses.

Be confident that your client experience is competitive. Increase customer experience satisfaction and retention with perfectly managed technology choices and CX/marketing automation. Measure those goals using marketing analytics

Work Smart. Build Firm Value

Spend Time Advising. Lower Expenses.

Work Smart. Build Firm Value

Firm value is increased during succession or acquisition by adding revenue and making it more clear what applications are in use, their license status and the location of the data.

Every AX2 customer has access to a trusted, dedicated resource with deep knowledge of the firm specifics on topics related to their advisor and marketing technologies for about the cost of a typical financial planning fee. AX2 provides a comprehensive report on your firm that organizes firm assets and provides insights into typically disorganized areas like ROI, integration, licensing, hardware, CX, Martech and historic data. We help conduct due diligence and acquisition projects with more precision and better outcomes. Your growth goals are more closely tied to the technology and workflow of the firm. Measurement systems track growth, customer experience and retention to help track progress and provide indicators for areas of improvement. Streamline due diligence, chart your firm's technology landscape, and set goals without wasting hours interpreting tech marketing or attending demos. Keep your competitive edge by keeping a ready-to-use RFI/RFP. Establish a process that encourages vendors to customize their reviews to your firm's specific characteristics. Stay informed about new technology, current licenses, and data storage. Focus on a revenue-driven strategy when evaluating your firm's technology and marketing. Boost confidence in your sales approach and enhance the analysis of your new client acquisition process to secure more business.