Caribou Customer Success Stories: Jackson Square Capital
August 17, 2023
Ever wondered what the real-life impact of healthcare planning is? Or maybe you’re curious how actual financial planning firms utilize Caribou. Well, wonder no more! In this Customer Success Story, we’re sharing how Jackson Square Capital used HealthPlanner to:
- Create stronger advisor-client relationships by adding a unique offering to their financial planning services.
- Become the go-to resource for all things related to clients’ financial lives.
- Assist their Medicare clients with enrollment, an important life event and ongoing need during Open Enrollment.
The team at Jackson Square Capital identified that healthcare costs were a rising concern among Americans, even for their clients with an average AUM in the millions. More specifically, they saw that their Medicare clients faced uncertainty each year during Open Enrollment and were anxious about getting advice from an untrusted source. The problem, however, was that healthcare is a complicated industry; how could they expect their advisors to become healthcare experts? Luckily, they didn’t have to.
Download the Customer Success Story below to learn how Caribou provided a solution and helped Jackson Square Capital reach their goals, and read testimonials from Jackson Square Capital advisors and clients about Caribou’s healthcare planning software.