Case Study: Howard Capital Management improves territory planning and advisor coverage with Geopointe

Howard Capital Management improves territory planning across 10 wholesalers with Geopointe

Howard Capital Management, a financial services and asset management firm, faced challenges with territory visibility and travel planning for its wholesalers. Their spreadsheet-based workflows made coordinating coverage across large, multi-state territories inefficient, leading to missed meetings. They turned to the Geopointe platform to address these issues.

Implementing Geopointe as a native Salesforce application provided geographic visualization of advisors and streamlined territory planning. The solution improved territory alignment and optimized travel, reducing missed meetings and increasing advisor outreach. Geopointe also enabled faster onboarding for new hires and improved coordination across the United States and Puerto Rico.

Howard Capital Management