Kredible – Technology-Enabled Practice Management | A Technology-Enabled Practice Management Firm for the Financial Advisory Industry

Receive Key Insights And Data

Make Your Advisors' Online Presence Your Firm's Competitive Advantage

Optimize Your Team's Online Presence

Acquire New Clients

"I love that Kredible is based on thousands of data points gathered from extensive research and interviews with wealth management firm’s prospects and clients.

The easy to use software scores your online presence using sophisticated algorithms and shows you specifically how to develop killer profiles. This is a must have tool to improve business development as the process of finding and vetting advisors rapidly changes in our online world."

Donald W. Patrick
President and CEO
Integrated Financial Group

"Kredible takes a unique approach to helping advisors transform their brand online and gives them the confidence to be successful in a changing landscape for advisors. The manner in which an advisor prospects and connects with new customers is changing and so must the advisor to thrive."

J. Phil Buchanan
Chairman
Cannon Financial Institute, Inc.

"Kredible has been 'incredible' for me. The Kredible program walked me through the entire process of improving my social presence and reputation, in an easy step by step fashion. My online presence now looks fabulous for both prospects and clients, and I have more time to focus on value add activities in my practice. Kredible’s team approach and tools have been invaluable for me."

Mike Tarrant
CFP®
Integrated Financial Group

"Kredible has developed a suite of powerful tools that has been missing from the wealth management industry for too long. Our industry is going through massive change and advisors have to begin thinking about client acquisition with newer techniques involving technology and data."

Taylor Fairman
Partner
Cornerstone Investment Partners

Kredible is the only platform with an advisor-first approach to practice management focused on a credible online presence that leads to customer acquisition and growth.

Fueled by Research

Kredible is backed by industry specific research of high net worth prospects and why they choose a financial advisor. Our guidance and platform is always changing based on the latest research based on how high net worth prospects are evaluating your firm and advisors.

More than 50% of new prospects indicate that they have eliminated a financial advisor from consideration based on what they did or didn’t find about them online.

Make Your Online Brand a Weapon

Online profile management to strengthen your advisors’ professional brand and your firm’s brand for the purpose of customer acquisition.

2.8 – the average number of referrals a prospect seeking to hire a new financial advisor or change financial advisors requests from trusted contacts.

The first step to our practice management growth program is getting advisors’ online presence credible in the eyes of high net worth clients. We call this phase LIFT.

ENGAGE

Building on Kredible’s LIFT phase, the Employee Advocacy phase is meant for your firm to help your advisors curate and share relevant articles with their prospects and customers.

Think it does not matter? Trust and perceived competence is built from presence you put forward and the content you share.

What does your effort and activity say to prospects?

It matters.

Set up a discovery call or demo of Kredible to learn more about our research and our platform.

Set up a Discovery Call or Demo