CASE STUDIES

Since implementing VRGL, Bison Wealth has accelerated proposal turnaround from several days to less than one, enabling advisors to respond to opportunities faster and convert more prospects. Overall, Bison has strengthened both new business and retention outcomes, reallocating hundreds of client accounts in record time and scaling firm-wide efficiency without increasing headcount.

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Since implementing VRGL, Stonebrook has accelerated their client acquisition process, securing a $1.6 million account in just two meetings. Overall, Stonebrook has experienced a 50% decrease in the time from initial outreach to client onboarding, as well as significant time and resource savings throughout their operations.

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Since implementing VRGL in their prospecting process, the Nilsine team has built trust faster by introducing VRGL and relevant data and analytics earlier in the prospect conversation leading to successful client acquisitions, including two 7-figure clients.

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Say goodbye to the tedious and manual process of extracting and analyzing statements. RWM recognized this pain point and joined forces with VRGL to enhance their operations and drive growth. Discover how RWM secured a $17 Million-dollar client by delivering exceptional results and expediting the decision-making process.

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