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CRM Wranglers, Coaches

Wealth Management Digital Transformation

We are a team of roll-up-our-sleeves problem solvers.  We love working with process almost as much as we love working with people.  We have been in the digital transformation space since 2017 and we have worked with wealth managers since 2020.  We have a long history with CRM, as users, proponents, implementers and evangelists.

We look forward to working with you and your team to take your wealth management CRM experience to the next level.

Trusted by Leading Wealth Managers:

Our team

Brennen McLean

Brennen McLean

Founder
Mairéad McParland

Mairéad McParland

Project Manager, Coach
Graham Skelton

Graham Skelton

Project Manager, Coach
Dave Ward

Dave Ward

Project Manager, Coach

Amy Salmon

Amy Salmon

Operations Support
Carter Griffin

Carter Griffin

Business Development

Our values

Improve

We live in a world of curiosity, courage and evolving possibilities.  We embrace the opportunity to try, and fail until improvement is born.

Fun

We take our work seriously and we're serious about having fun while we work.

Impact

We have a responsibility to positively impact the lives of our clients, employees, partners and members of our global community.

No BS Policy

We operate with candor, trust, respect, and transparency.  We don't hand out or accept BS.

Strategic Partners

Community Impact Partners