{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/087a5f313f1a4443b6f7faf2701d4134\" frameborder=\"0\" width=\"1728\" height=\"1296\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1296,"width":1728,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1296,"thumbnail_width":1728,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/087a5f313f1a4443b6f7faf2701d4134-666da01a8c989b3a.gif","duration":246.529,"title":"Transforming Client Management: A Proactive Approach for Investment Managers","description":"In this video, I discuss the challenges investment managers face when managing a large client base, highlighting the lack of efficient systems to track client needs and market changes. I introduce a new Dashboard that prioritizes clients based on urgency, allowing us to address mandate breaches, relationship gaps, and life events all at once. For example, it flags clients like Margaret Thornton-Worlds, whose portfolio has drifted above her mandate, and reminds us to reach out before they contact us. This tool transforms our workflow from a reactive process into a proactive one, enabling us to connect with clients in minutes rather than hours. If this sounds like the morning you want to have, I encourage you to visit Proactive."}