As Oak Harvest grew, so did the complexity of its operations. Before adopting LeadCenter, they encountered several roadblocks:
These challenges held the team back and made it difficult to scale efficiently.
Over the past four years, we have partnered with LeadCenter.AI to expand its platform, ensuring it supports the entire lifecycle of our client journey. Today, we use LeadCenter.AI to automate marketing, sales, operations, and reporting at Oak Harvest Financial Group.
LeadCenter provided tighter integration between marketing, business development, and operations by using a single, integrated platform instead of silos of apps. The tools saved us hundreds of hours each year on report preparation while delivering the insights we needed.
Today, Oak Harvest uses LeadCenter across the entire customer journey, including:
Marketing automation to manage campaigns, seminars, email, and text marketing.
Automated lead capturing from multiple channels and mediums like phone calls, text messages, and form submissions.
Sales pipeline management that enables advisors to engage prospects using pre-defined templates.
Automated financial questionnaires that prospects complete, automatically populating the CRM with accurate data.
Scheduling assistance and reminders to streamline appointment management.
Production tracking and forecasting for improved decision-making.
Executive reporting to monitor key performance indicators (KPIs) across the business.
With LeadCenter, Oak Harvest transformed its workflows and accelerated growth. The platform helped them:
From the beginning, we knew that this tool was different. The team behind it is adaptable and responsive to meet the needs of a scaling RIA.
