CASE STUDIES
CASE STUDY
VRGL POWERS STONEBROOK PRIVATE TO ACCELERATE THE CLIENT ACQUISITION PROCESS BY 50%
11 APRIL 2024
CASE STUDY
VRGL POWERS STONEBROOK PRIVATE TO ACCELERATE THE CLIENT ACQUISITION PROCESS BY 50%
11 APRIL 2024
Since implementing VRGL, Stonebrook has accelerated their client acquisition process, securing a $1.6 million account in just two meetings. Overall, Stonebrook has experienced a 50% decrease in the time from initial outreach to client onboarding, as well as significant time and resource savings throughout their operations.
CASE STUDY
VRGL PARTNERSHIP ENABLES NILSINE PARTNERS, A DYNASTY NETWORK FIRM, TO TRANSITION TWO 7-FIGURE CLIENTS
6 SEPTEMBER 2023
CASE STUDY
VRGL PARTNERSHIP ENABLES NILSINE PARTNERS, A DYNASTY NETWORK FIRM, TO TRANSITION TWO 7-FIGURE CLIENTS
6 SEPTEMBER 2023
Since implementing VRGL in their prospecting process, the Nilsine team has built trust faster by introducing VRGL and relevant data and analytics earlier in the prospect conversation leading to successful client acquisitions, including two 7-figure clients.
CASE STUDY
RITHOLTZ WEALTH MANAGEMENT USES VRGL TO DRIVE GROWTH AND ENHANCE PROCESSES
1 JUNE 2023
CASE STUDY
RITHOLTZ WEALTH MANAGEMENT USES VRGL TO DRIVE GROWTH AND ENHANCE PROCESSES
1 JUNE 2023
Say goodbye to the tedious and manual process of extracting and analyzing statements. RWM recognized this pain point and joined forces with VRGL to enhance their operations and drive growth. Discover how RWM secured a $17 Million-dollar client by delivering exceptional results and expediting the decision-making process.