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Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr., MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRG's team of experts leverage their industry expertise, combined with best-in-class resources, to help advisors, agents, and accountants manage the equity in their businesses...

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Succession Resource Group (SRG) Announces Expansion of myCompass Platform for Enhanced Client Experience

Jul 10, 2023 11:20:44 AM

PORTLAND, Ore. (July 10, 2023) – Succession Resource Group (SRG), a consulting firm focused on helping professionals in the financial services, insurance, and tax planning industries value, improve, protect, grow, and plan for the eventual transition of their business - is excited to announce the expansion of its innovative myCompass platform. The platform, designed to streamline client communication and project management, has been further enhanced to provide an even more comprehensive and efficient experience for clients.

myCompass is a client communication portal that serves two main purposes. Firstly, it functions as a buyer program, allowing clients to create and update their profiles, explore listings, and express interest in advisory practices for sale. Secondly, it serves as a project hub, facilitating various services and processes, including questionnaire intake, data gathering, and project management from start to finish.

The recent expansion of myCompass includes the integration of upper-level services into the platform. SRG clients will now have access to Premium and Elite level modules, further enhancing their experience and providing a consistent and seamless service throughout their engagement with the company. This expansion is particularly beneficial for repeat clients who can now enjoy an elevated level of service and convenience.

One of the key differentiating factors of myCompass is its all-in-one functionality, which sets it apart from competitors in the market. With myCompass, all relevant information is consolidated in a secure and easily accessible platform, eliminating redundancies, and enhancing data security.

Cliff Weiler, a representative from SRG, noted, "The main advantage of myCompass is its consolidation of multiple services into one application. We have combined buyer programs, project management tools, and data tracking capabilities into a single, user-friendly platform. This not only improves efficiency but also ensures that sensitive client information remains secure."

The myCompass platform was initially launched by SRG in early 2021. Since its inception, the platform has evolved and expanded, driven by the company's vision for a comprehensive and adaptable client servicing tool. As new needs arise, SRG's dedicated team continues to develop and expand the platform, ensuring that it remains at the forefront of industry innovation.

SRG is committed to providing its clients with the best possible experience, and the expansion of the myCompass platform is a testament to this commitment. The company's focus on streamlining processes, enhancing data security, and delivering personalized services positions it as a leader in the industry.

About SRG:
Succession Resource Group is a consulting firm specializing in helping independent advisors value, improve, protect, grow, and plan for the eventual transition of their financial advisory practice. With decades of combined industry experience, SRG brings a unique combination of skills, resources, and industry expertise to help advisors with personalized yet streamlined services.

Media Contact:
David Pan

Topics: mycompass