services offered
lead management
offer management
technology management
client segmentation analysis & Utilization Practices
About us
Relationship Velocity was first established in 2005. Our founder, Jeffrey DiLaura, started in the financial services industry in 1986 as a successful licensed Broker on Wall Street. Over the last 30 years, he has built several successful wealth management organizations, including one that exceeded $500 million in annual sales. In six years, Jeffrey expanded an asset management firm which he took from ground zero to $6 billion in AUM. His knowledge of the industry includes marketing, sales, operations and compliance across all of the financial services sectors. His knowledge and companies are regularly relied upon by many brand name companies in consulting services and the finance industry, including Charles Schwab, USAA, DST, PNC Bank, among others. He has published a number of benchmark studies about incentive compensation for wealth management, the secret of asset growth: managing net flows, and modern lead management for financial service companies.
Equipped with a robust arsenal of finance knowledge and the goal of doing consulting work for some of his clients, Jeffrey started his own business, Relationship Velocity. One of the main services that Relationship Velocity offers is providing a business health check for financial services companies. Relationship Velocity also offers technology landscape roadmaps, workflow evaluations, and lead source maps, among many other business industry evaluation practices. Since the company's founding, Relationship Velocity has worked with some of the largest insurance, asset management, wealth management, banking, and brokerage companies in the industry. Please read some of our success stories below and explore our services under the Solutions tab.
Solutions
Multi-segmented services
Marketing
sales
service
operations
success stories
#1 Created a lead management improvement roadmap. Found and eliminated a previously unknown 68% fallout issue. By the second year, lead source improvements resulted in a 180% increase in leads and $1.4 billion in net AUM - 1 yr. ROI 51%.
#3 Conducted a marketing operations assessment and a new vendor expansion search initiative. Turned static web banners into smart web banners. Resulted in a 464% increase in digital exposures and a 371% increase in digital product sales.
#2 Designed and developed an outbound call center to follow-up on email and direct mail marketing efforts (pilot then rollout). In the first year of operation, the 215 person outbound call center, representing 1% of staff, generated 17% of the total revenue.
#4 Redesigned the sales process, implementing a relationship sales model across all divisions of enterprise. Increased the closing ratio by 48% which resulted in 27% overall growth for inside sales.
#5 A new product line was needed to retain current clients and attract new ones. Our assessment uncovered 13 new opportunities, where management prioritized and piloted its first selection. The first new product line increased its revenue by 39% after the fourth year.
#6 A wealth management firm was looking to improve their 3 year average annual growth rate of 3.1%. A comprehensive assessment found many sub-optimized areas. In 2 years, the new net AUM increased 250% in comparison to its prior 3 year average. - 1 year ROI 250%
#7 A wealth management technology company needed marketing and business development support. Outsourced 100% of marketing and sales resulting in 200% increase in revenues in the first year, 100% in the second year - ROI 200%.
Featured Clients
strategic partners
