RIAs Expansion Flourish has partnerships with over 800 RIAs, representing more than $1.5 trillion in assets under management, indicating a strong foothold in the financial advisory sector and potential for increased sales through these established relationships.
Product Diversification Recent product enhancements and new offerings like Flourish Cash, Client Cash, and Flourish Annuities showcase Flourish's commitment to innovation and meeting evolving customer needs, presenting opportunities for cross-selling and upselling to existing and new clients.
Industry Recognition Flourish's accolades as the Best Cryptocurrency Provider, its high ratings in categories like Automated Cash Management and Cryptocurrency/Alts, and being recognized as Software All Stars demonstrate industry validation, adding credibility to its offerings and potentially attracting more clients.
Partnership with Aspida The recent partnership with Aspida Life Insurance Company to distribute their Multi-Year Guaranteed Annuity presents a collaboration opportunity to leverage each other's networks and offer bundled solutions, opening doors for joint sales efforts in the insurance and financial products space.
Market Trends Alignment By conducting surveys like 'Client Cash: Mapping an Unexplored Opportunity' in collaboration with Wealth Management IQ, Flourish shows proactive engagement with market trends, presenting avenues for tailored solutions and targeted sales pitches aligned with current industry sentiments.