Richard P. Slaughter Associates
Automated, Interactive Features Add Up to Success for Financial-Planning Firm
The Challenge
The financial planners at Richard P. Slaughter Associates want to spend their time helping their clients’ investments grow. But until Live Oak 360 helped automate several of their key services, they were spending a lot of time shuffling paper and heading to the mailbox.
The Solution
The answer was to go digital and interactive. Live Oak 360 created an interactive Web site for Slaughter that provides automated, customized information to clients, in time and on demand.
A key feature of the Web site is “My Reports,” a section that lets clients retrieve customized account-activity information on demand. Access is password-protected.
Live Oak also created a system to let Slaughter associates easily publish and update articles, newsletters and market commentary right on the site.
The Benefits
Now that client-specific information has moved online, Richard P. Slaughter Associates no longer has to spend days compiling paper reports. The firm is saving lots of money in postage and printing, and financial planners can spend more time taking care of their clients’ money.
