News Releases
Financial Advisors To Avoid Hand Cramps This Thanksgiving: HOARD Client Systems helping financial advisors say "Thanks" with ease
(2006-11-13)
The company has received requests to send over 16,000 personalized Thanksgiving cards in addition to 4,000 birthday, anniversary and thank you cards during the month of November. By providing the ability to stay in constant communication, by the simple click of button, HOARD Client Systems “high-touch” level of communication was appealing to many business professionals looking to send a personal message to their clients and friends.
Read more.Revolutionary New Client Communication System Unveils Updated System
(2006-10-02)
Strong internal and external communication is essential to the success of any business. HOARD Clients System has recognized this and made further improvements to their state-of-the-art automated referral system that adds a personal touch to communication.
Read more.Innovative Minnesota-Based Communications Company Sees Growth
(2006-09-13)
It was only a matter of time before the secret got out. HOARD Clients System, based out of Rochester, MN, has seen tremendous growth over the past two months in providing communications solutions to financial service professionals.
Read more.Revolutionary New Client Communication System Begins Beta Testing
(2006-03-23)
Studies show that an investor who work with a financial advisor who stays in constant communication are more likely to stay with that advisor for the long-term and are even more willing to refer family and friends. Unfortunately, the simple act of communicating with clients often falls by the wayside due to a lack of time. Until now…
Read more.
HOARD In the News
The "Personal" Touch: New Software To Automate Broker Correspondence
November 2, 2006 — The Wall Street Letter
The following excerpt is from an October 6, 2006 article by Veronica Belitski with the Wall Street Letter.
…Technology firm HOARD Client Systems has launched new software that allows brokers to send out volumes of handwritten notes to clients without ever getting ink on their hands. Brokers can use a computer program that memorizes their handwriting and personal style and uses it to generate pseudo-personal notes to clients for important occasions, such as holidays, birthdays and other events…
One broker who has used the software said sending out a mass mailing helped him land several appointments, versus multiple typed mailings that didn't yield anything…
Financial Advisers Tap Tech for Personal Touch
August 15, 2006 — Wall Street Journal
The following excerpt is from an August 15, 2006 article by Victoria Knight, with the Wall Street Journal.
…Many financial firms increasingly are turning to technology to deliver the "high-touch" personal services that their well-heeled clients crave…
Handwritten notes are a personal touch that many clients appreciate, but one which advisers may balk at because it is so time-consuming. Hoard Client Systems Inc. recently launched a possible solution: an online system that replicates "handwritten" notes en masse.
Using a digital pen and "special” paper supplied by Hoard, an adviser can write the body text of frequently used notes, which are then uploaded along with their client-contact database. When an adviser wants to write to a client, he or she logs on to a secure site, clicks on the contact details of the relevant client or clients, selects a card and appropriate message and hits send. Within 24 hours the card, complete with a "handwritten" address, is mailed to the client…PRACTICE MANAGEMENT: Advisors Go High-Tech To Get Personal
August 8, 2006 — Dow Jones Newswire
The following excerpt is from an August 8, 2006 article by Victoria Knight, with Dow Jones Newswire to find out:
…Handwritten notes are a personal touch that many clients appreciate, but one which advisors may balk at because it is so time-consuming. Hoard Client Systems Inc. recently launched a possible solution: an online system that replicates "handwritten" notes en masse through a few clicks of a mouse.
In the same article, Mark Hupe, a wealth manager at Colorado based Main Stream Financial and a client of HOARD Client Systems, Inc. said:“…the system is convincing, easy to use and inexpensive….” Mark Hupe sent out his first handwritten note – a thank you for becoming a client – and “She was thrilled…”
Staying In Touch
September 18, 2006 — Business Insider - Minneapolis Star Tribune
Read an excerpt from a September 18, 2006 Business Insider article in the Minneapolis Star Tribune to find out:
…Hoard Client Systems just started up in May, but the Rochester based company has had a big response to it’s Web-based communications management services…
The Personal Touch Goes Digital
August 14, 2006 — InvestmentNews.com
HOARD was featured in a piece by Lisa Shidler at InvestmentNews.com.
…When he was an adviser, the designer of Hoard spent 16 hours a week handwriting notes to clients.
Now he has created a tool for advisers that can duplicate handwritten notes but drastically reduces the amount of time spent writing them. In fact, it could take just a few minutes to send out thousands of notes that appear to be handwritten, he said.
The owner of HOARD Clients System in Rochester, Minn., provides consulting services to advisers and recently began offering the tool.
"None of my competitors were taking the time to touch their clients personally," he said. "I created a system based on caring for people."…
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HOARD is here to assist you in any way possible. If you require additional information, or would like to plan an interview with a representative, please contact us at info@hoardclients.com. We look forward to assisting you in your reporting needs!
HOARD Clients System, Inc.401 16th St SE, Suite 203
Rochester, MN 55904
507-424-3228
866-254-6035
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