Case Study

Ela Financial Group

Ela Financial Group is a personal, friendly Main Street alternative to Wall Street, a place people have come to associate with sound advice and great customer service. 

“Everplans makes for a better connection with clients. They start to tell their story, and that helps solidify the relationship. It’s a big piece of keeping up with all that’s going on in their lives.”

Key Takeaways

• How to engage clients and strenthen client relationships.
• Providing differentiating value to its clients and their families.
• Addressing client security concerns with an online platform.