"We are honored to be recognized with this award from BISA," said John W. Houston, managing director of the firm’s Financial Institutions Division. "Advisors at our affiliated institutions have embraced this new technology unlike any other. It’s helping them deepen client relationships, expand their businesses and cross-sell other banking services."
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BISA designed this new award to recognize leadership in the advancement of the financial industry’s products, services and platforms through technology innovation. GPM, introduced in August 2012 to Raymond James advisors firmwide, successfully integrates financial planning and client engagement, revolutionizing how advisors develop retirement and goal plans for clients. It has proved to be effective and user-friendly, but more importantly, it has enhanced the collaboration between advisors and their clients.
"We are focused on empowering our advisors with industry-leading software tools in an integrated platform so they can continue to provide high quality advice to their clients," said Patrick O’Connor, senior vice president, Wealth, Retirement & Portfolio Solutions. "In the six months that Goal Planning & Monitoring has been fully deployed, almost 20,000 new financial plans have been created using this software. It has certainly allowed our affiliated institutions and their advisors to enhance their planning process by collaborating with their clients to identify their goals and strategies for reaching them. We are delighted that BISA has recognized GPM’s impact on the industry and Raymond James’ commitment to financial planning and advisor support."
Goal Planning & Monitoring, powered by MoneyGuidePro®, was the most significant enhancement in 2012 to Advisor Access, the technology platform available to all Raymond James advisors.
Candidacy for the BISA Technology Innovation Award was limited to Leadership Advisory member companies. To be considered, applicants submitted an online form, detailing a product or service that was launched in 2012.
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