★★★★★

Before Bitsy:  90 minutes to fully onboard new clients. Using some technology but not as effectively as we could.

With Bitsy:  20 minutes to open new accounts. Very easy guidance on how to correctly implement all the right tools in all the right places.

Quote: “I told Forrest it would be a home run if we could just save 20 minutes for every new prospect/client sales cycle.  We bring on 500+ new clients/year across our 10+ advisors, so 20 minutes every time would be big.  Forrest found us 70 minutes just in new client enrollment alone…a savings of over 580 hours every year that would otherwise be wasted on paperwork and redundancies!

It cost ~$250/hr to run our business, so 580 hours protected from waste like that is like gaining $145,000 immediately.  We don’t even pay a fraction of that gain for Bitsy.  Not to mention how we’ve gotten our staff focused on activities that grow us bigger like client retention/engagement, marketing efforts, COI/lead development, etc.

We’re bringing on more advisors without having to hire more staff because we’re so efficient now, the gain Bitsy gives us is way more than the $145k mentioned above.  This system is a no-brainer”