BCJ Financial | Cutting Edge Technology
15708
page-template-default,page,page-id-15708,ajax_fade,page_not_loaded,,vertical_menu_enabled,qode-title-hidden,qode-content-sidebar-responsive,qode-child-theme-ver-1.0.0,qode-theme-ver-9.2,wpb-js-composer js-comp-ver-4.11.2.1,vc_responsive

Cutting Edge Technology

About MDesk

 

Our primary goal is to help our advisors find more time to develop client relationships. With this goal forefront in our minds, we have created a one of a kind, integrated back office system. This powerful tool was developed to help advisors and their staff streamline production and save time. With this incredible system, our advisors have the ability to efficiently design and manage investment plans for their clients, while offering them a multitude of service programs as a result of your working relationship.

 

 

System Highlights

 

  • Create comprehensive and professional investment proposals with the ability to pull from our firm-based marketing library, or upload your own custom documents.

 

  • Find system integrations with industry leaders including Redtail, Riskalyze, Morningstar, and TD Ameritrade.

 

  • The MDesk model manager pulls in MorningStar data to create firm-built, blended, or completely customized model options.

 

  • Intelligent forms provide a dynamic solution for the paperwork process, helping to reduce turnaround time with forms that only present what is needed, when it is needed.

 

  • Powerful workflows to move your proposals through a simple and fluid process, allowing you and your staff the ability to easily manage multiple proposals at once.

 

  • Maintain compliance integrity with integrated firm-based compliance paperwork.

 

  • Easily adjust staff and advisor security levels, and change workflow completion requirements.

 

  • Stay updated with email notifications throughout the entire process, keeping you and your staff in constant communication.

 

  • Our system not only remains synchronized with client goals, it will report to them on a quarterly basis. Additionally, clients will have 24/7 access through their personalized portal, to track asset allocations, returns, holding, capital flows and capital gains. In combination with MDesk, BCJ technology support provides a turn-key set up unlike anything other firms may offer.

Additional Technology Offerings

Client Learning Center

Since BCJ utilizes several systems to help service our clients, we felt it was necessary to create a website focused on assisting clients with how our systems work, how to use them, and where to go with additional questions. As an essential part of enhancing the client experience, this site is a reference guide to help answer your client’s questions.

 

Visit the Client Learning Center

Communications

Our comprehensive communications package includes:

  • VoIP (8×8)
  • Email (Office 365)
  • Email Encryption (ZixCorp)
  • Digital Storage Solution (Laserfiche)
  • Email Archiving (Sonian)

BCJ Business Tracker

Our exclusive digital platform focuses on tracking both the AUM and LADL sides of your business. Within your portal you are able to monitor pending and prospecting
business as well as track cases that have been closed. In addition, you are able to see estimated compensation, estimated rolling four quarters, and how your
business compares to your set goals.

 

We have added all available LADL and AUM products into the system, and we provide estimated compensation for you. This is a huge benefit to our advisors, as traditional business tracking can be overwhelmingly time consuming and burdensome for business efficiencies.

 

Our unique system was built in-house and is managed closely by our service center. The service team will work with you to establish and set your goals within the
system, as well as provide backup support when you need it.

 

We built this unique platform because we believe providing an overall view of your business is critical to your success.

CRM Solution

From business development to onboarding a new client, managing your client relationships is critical. Redtail adds automation, transparency, and scalability to your daily operations. IAR’s with BCJ are required to have a license to our CRM system. If you are a solicitor or fixed business only, Redtail is an optional add on to your advisor pack.

 

Additional Redtail Tools

Redtail Email Journal

This innovative communication platform provides an archived, searchable and integrated message delivery service that allows you to chat or text with clients, securely – without ever leaving Redtail.

 

Redtail Speak

This integration automatically links your email correspondence dynamically to your client records. It has no storage and archiving limits. You also have access to your
email from anywhere you have internet.

Data Management Solution

This dynamic and integrated data management platform gives you the ability to digitally manage each stage of your client’s lifecycle. Precise FP™ allows you to
create custom workflows for client onboarding, lead generation, and customer acquisition, as well as develop custom digital documents such as client questionnaires.

 

In addition to providing an effective data solution, we have integrated Precise FP™ with both eMoney and Redtail, our CRM solution. Through these integrations you will have the ability to push data into each platform as well as pull data out for more comprehensive client management.

Compliance Portal

We have enhanced our compliance offering beyond in-house and broker-dealer compliance support. We have chosen to extend this offering to include a comprehensive compliance platform from Cordium. This platform greatly streamlines the compliance process related to trading, affirmations, gifting, marketing submissions and much more.

 

Through your compliance portal you will have the ability track your compliance submissions from start to finish, all while feeling assured that you are meeting
regulatory requirements.

 

The system is integrated with Microsoft Office 365 for single sign on.

Online Training Resources

We have created an extensive training library which includes internal and external training modules including:

  • Compliance Training
  • Operations Training
  • Technology Training
  • Marketing Training

Start your journey with BCJ.