CASE STUDY
Using modern technology to fuel growth
Discover how Zoe Financial, using advisor-centric Apex technology, has helped RIAs unlock AUM growth by addressing common pain points head-on.
Organic growth doesn’t work like it used to
Traditional referral practices have stopped delivering the steady stream of clients you once relied on. That’s why Zoe Financial set their sights on helping firms unlock sustainable growth. By leveraging Apex’s innovative technology, Zoe is helping advisors reach the next generation of investors at scale while spending more time on what really matters to them: delivering human, personalized advice.
To create a solution that helps solve the organic growth problem, Apex helped Zoe:
Deliver a modern experience to meet modern investors’ expectations
Provide digital-first (but not digital only) access for investors
Deliver a digital-first investor experience
Younger investors have grown up using fintech apps and understandably expect a similar level of digital experience as they manage their wealth. Zoe prioritized finding a technology provider that could provide digital account opening and funding. So you can get new clients set up with an account and ready to start trading right away.
Other digital-first investor experiences include self-service tools like document retrieval, asset data updates, money movements, meeting scheduling, and educational information without advisor intervention.
Provide digital-plus-human access for investors
While digital convenience plays a critical role, clients aren’t just looking for another robo advisor — investors demand a personalized human touch as their assets grow and their financial needs grow more complex. Here’s how Zoe’s vision and Apex’s technology make that possible.
Automate many back-office tasks
When you don’t have to spend hours rebalancing, optimizing taxes, and calculating billing, you can focus on building strong client relationships.
Make more human connections
Focus on delivering value where it matters most: managing client assets and helping them achieve their financial goals.
Spend less time on business development
Zoe can refer new high-intent and prequalified investors to advisors, scheduling appointments directly on your calendar.
Overcome the limited flexibility of legacy systems
There’s a clear, long-standing need to improve the digital client experience and streamline the back-end workflows — and Apex has done it. Learn more about the cloud-native solutions from Apex.
Learn how Zoe unlocks organic growth
Spark your imagination with insights into how Zoe used Apex technology to reenergize their business model and help RIAs scale up.