Drees Life Services is an established brokerage firm in financial planning and advice, founded by Jos Drees in 2003. Beginning in 2009, the firm expanded its focus to include Financial Life Planning, with in-depth client conversations taking center stage. The firm strives to support clients with valuable insights and personalized financial planning over many years. At the heart of this approach? Conversations that truly listen to what matters to the client and provide a foundation for the strategic financial choices people make in their lives.
One of the challenges Drees Life Services encountered was the lack of consistency in their customer notes. As Jos Drees describes in the video, it used to be that each employee took notes in his or her own way during customer calls. These notes provided a source of information for follow-up calls, but the variation in style and approach created frustration and inefficiency. A uniform and reliable system was desperately needed to ensure that important customer information was not lost and that all employees involved were fully informed of the content of previous conversations.
In their search for a solution to these problems, Drees Life Services turned to SalesNote. This innovative tool offers exactly what they were looking for: the ability to automate and report on client conversations, providing a consistent record of each call. With SalesNote, Drees Life Services’ Financial Life Planners can concentrate fully on the conversation with the client, without being distracted by taking manual notes.
