RSG Launches New Engagement Platform

It is with great excitement that RSG announces the launch of our new engagement platform.

Leveraging the Zoho ecosystem, our integrated platform provides clients with: 

✅ a more seamless experience 

✅ incredible visibility through each step of their engagement lifecycle 

✅ centralized communication with their advisors

At the same time, our hub equips advisors with a powerful set of tools to diagnose, plan, and execute client engagements. Data flows systematically from templates and forms into analytics dashboards - supporting smarter analysis and better results.

We’ve also built in the ability for trusted third-party advisors to join specific projects when needed, ensuring a holistic client experience.

Highlighted tools & capabilities include:

1) Client portal & dashboards for each engagement phase

2) Dedicated advisor workspace with success-driving tools

3) Organized forms & templates to collect and analyze information

4) Integrated Zoho SaaS: project management, analytics (think PowerBI), messaging (think Slack), and secure file sharing

🎉 This is a big day for RSG - and for our clients and advisors!  

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Thank you for joining us as we chronicle our journey.

Sincerely,

Greg Romero

Founder & Principal

Romero Solutions Group