Seamless tech integration rapidly modernized our estate planning guidance,driving clear client value
What was the project name that you have worked with Rank Spiders?
" Enterprise Estate Planning Platform Rollout"
What service was provided as part of the project?
Digital Marketing
Describe your project in brief
Strategic integration of the industry-leading estate planning platform into our wealth management firm's advisory workflow to modernize service delivery and scale client impact.
What is it about the company that you appreciate the most?
The subject's commitment to successful platform adoption was exceptional. They provided specialized, hands-on support throughout our integration, clearly explaining the technical and legal benefits of the AI tool. This focus led to rapid, firm-wide buy-in from our advisors and enabled us to quickly deliver modernized estate planning guidance, demonstrating their dedication beyond just the sale.
What was it about the company that you didn't like which they should do better?
Given the rapid pace of development at Wealth.com, maintaining internal synchronization with their continuous feature releases can occasionally require focused attention. However, this high rate of innovation is ultimately a positive differentiator. The subject mitigates this minor issue by providing excellent advance notice and clear documentation for all new platform capabilities.
Rating Breakdown
- Quality
- Schedule & Timing
- Communication
- Overall Rating
Project Detail
- $10001 to $50000
- In Progress
- Business Services