Anders has been honored with the Process Visionary Award by Boomer Consulting, Inc., a leading provider of strategic consulting services for high-performing professionals in the accounting profession. The Boomer Visionary Awards recognize firms in the accounting industry that demonstrate exemplary performance and innovation.
Anders was recognized for the implementation of a full-cycle CRM to automate client data integration, eliminating manual updates and improving data accuracy, user experience and transparency through the business development lifecycle. This innovation allows advisors to track interactions and make informed business decisions while enhancing client service.
Our success in launching the new client process was truly a team effort, driven by exceptional cross-departmental collaboration. IT, Marketing, Learning & Development and Finance all played crucial roles, ensuring that every department’s perspective was represented.
-Lindsay Suelmann, Marketing Director
A full list of award winners can be found here.
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