A national wealth management firm converted 1 in 4 referral leads into new high-net-worth invested clients.
ARM partnered directly with the firm’s advisors to help them leverage trusted relationships with existing high-net-worth clients and generate new investment clients through ARM’s Motus platform.
ARM Technology
Referrals & Leads
Automation
The Challenge
The firm wanted to improve client acquisition through advisor referrals. Its existing referral process was manual, created barriers to effective conversations, and offered no end-to-end real-time performance tracking.
The Solution
ARM created a referral program in Motus that digitized the process and managed each connection from the initial invitation through meeting validation and incentive fulfillment, with real-time tracking and reporting available on demand.
What We Did
ARM identified the barriers to successful client acquisition and developed tools that helped advisors manage referral conversations effectively and efficiently. The program enabled existing clients to refer friends and family to their trusted advisor, while Motus tracked the complete journey and managed incentive rewards.