Managed operations leader poised for additional growth, will roll out new back office solutions in 2014.This article was originally distributed via 24-7 Press Release Newswire. 24-7 Press Release Newswire, WorldNow and this Site make no warranties or representations in connection therewith.
RALEIGH, NC, June 23, 2014 /24-7PressRelease/ -- Julien Mordecai, Managing Partner, CEO of AllBackoffice Consulting, LLC, today announced that he has hired Impact Communications, a Kansas City-based marketing communications firm, as the public relations firm for his firm's 2014 industry outreach.
"We are very pleased to be working with AllBackoffice. Having worked with best-in-breed solutions providers for independent registered investment advisors for over twenty years, I can tell you that Julien and his team are admired for the managed operations and consulting services they've offered the past five years," said Marie Swift, president and CEO of Impact Communications. "My firm has been engaged to help tell its story to independent financial advisors nationwide. We will also provide strategy consulting, message development, media training and marketing support," Swift said.
"AllBackoffice appreciates that financial advisors have similar challenges in processes required to run their businesses, including website, billings, ports, data and accounting," said AllBackoffice founder Julien Mordecai. "All these elements of running a business can slow down the daily operations and distract the principals. Outsourcing everything that's non-essential to building client relationships is one way to alleviate some of the time constraints and pressures that financial advisors experience," Mordecai said.
By focusing on service, AllBackoffice helps advisors benefit from best-of breed-technologies. Mordecai and his firm help advisors leverage each vendor's software to achieve its highest use and deliver on core strengths.
"Our ongoing due diligence and proprietary improvement process provides us with a strategy to help an advisor's practice stay laser focused on its goals while experiencing constant evolution," added Mordecai. "With the traditional independent RIA as our model for the business, AllBackoffice provides outsourced managed technology along with a commitment to limited conflict-of-interest consulting to help advisors leverage the best tools and processes."
AllBackoffice makes running a back office easy. Through a comprehensive array of operational services including portfolio accounting and administration, billing, performance reporting, held-away account aggregation, data integration, and client web reporting, AllBackoffice helps to ensure that advisors can focus on client service instead of operational challenges. With the traditional independent RIA as its model, AllBackoffice excels at providing outsourced managed technology along with a commitment to limit conflicts of interest. AllBackoffice is focused on helping advisors leverage tools and processes to run an efficient and scalable back office. For more information, please visit www.allbackoffice.com
ABOUT IMPACT COMMUNICATIONS
Founded by industry veteran Marie Swift in 1993, Impact Communications specializes in developing effective client communications and marketing strategies for a select group of highly successful financial advisors and allied institutions. Widely respected as a marketing professional with a loyal following, Swift, along with her team, works with highly successful independent financial advisors and allied institutions to increase both visibility and credibility within their niche markets. In addition to marketing strategy and media promotions, the firm offers clients graphic design services, content creation, book publishing services, and executive coaching. For more information visit www.impactcommunications.org
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