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Karsten Advisors (KA) Modernizes CRM with Custom CRM System
Solution Description:
Financial advisors juggle multiple systems every day, from tax software to investment tools, and the weight of disconnected platforms can hold back even the most experienced teams. Karsten Advisors, a Texas-based financial consulting firm managing over $500M in assets, faced exactly that situation. With offices across the country and ambitious growth plans, their leaders knew that siloed data and manual processes would limit future success. They turned to TAP’s Custom App™ to unify their systems and empower advisors with centralized, streamlined tools built for efficiency.
“Working with TAP completely transformed how our teams operate. We now have one integrated system that supports collaboration, client care, and compliance, which gives us a real competitive edge.” - Karsten Advisors, President
Watch TAP Innovation Solutions in action!
Challenge:
Karsten Advisors experienced technology challenges that impacted growth and operations:
- Too many disconnected applications created inefficiencies and manual work.
- Siloed data limited reporting, compliance oversight, and client visibility.
- Advisors and staff struggled with multiple logins and lack of centralized workflows.
TAP Solved That! Our Custom App™ integrated systems, streamlined workflows, and eliminated barriers to growth.
Accounts: Karsten Advisors, Cerity Partners
Website:
Number of Locations: 39
Number of Employees: 425
Industries: Finance, Investment
Solution
One system to rule them all. That is what Karsten Advisors gained through TAP’s partnership:
- Unified CRM and financial systems reduced redundancies and improved accuracy.
- Centralized reporting and analytics empowered smarter business decisions.
- Cloud-enabled apps supported compliance, mobility, and advisor collaboration nationwide.
With a secure, integrated platform, Karsten Advisors elevated their operations and positioned themselves for continued expansion. Learn more about TAP’s Apps here.
Digital Tools:
APIs, SSIS, C#, Python, Selenium, SQL Server, Web Services, App Service, Azure Functions, RPA, SFTP Servers/Clients
Integrated Systems
Categories: CRM, Financial, Tax, Wealth Management, Custom App
Brands: Custom, QuickBooks, Lacerte, Black Diamond
