Case Study: United Capital achieves personalized, scalable client guidebooks with Mindmatrix

United Capital - Customer Case Study

United Capital, founded in 2005 and now the first and largest Financial Life Management firm, grew to more than 80 offices nationwide and more than $16 billion in assets under management. As the company expanded into new locations and lines of business, it needed a more consistent way to deliver branded, personalized client documents that could be tailored to each customer’s financial journey.

Mindmatrix provided United Capital with a single, fully integrated platform tied to Salesforce so advisers could generate personalized guidebooks on demand. The solution gave United Capital a repeatable and scalable approach to client documents, with easy access for advisers and support staff, helping them create customized materials that supported client trust and loyalty.

United Capital