How Gruveo ​Helped Practical Portfolios Double Their Client Engagement Efficiency

This case study explores why Practical Portfolios, an investment advisory and financial planning firm, adopted Gruveo as their go-to solution for connecting with clients with voice, video and screen sharing.

Discover how ​integrating this new technology into your day-to-day business practices can ​make your clients happier as well as save their time and money.

This case study explores why Practical Portfolios, an investment advisory and financial planning firm, adopted Gruveo as their go-to solution for connecting with clients with voice, video and screen sharing.

Discover how ​integrating this new technology into your day-to-day business practices can ​make your clients happier as well as save their time and money.
Gruveo business case study - Practical Portfolios logo

Practical Portfolios LLC, an investment advisory and financial planning company, was founded in 2007 by John E. Cress, a Certified Financial Planner® with over 30 years of financial planning and investment management experience.

Gruveo and Practical Portfolios Case Study- John Cress

John's search for a better communication tool for his financial planning business started when he realized that he needs a simpler platform for his clients to get in touch with him.

John has tried a number of products over the years (Skype for Business, Join.me, Google Hangouts, Cisco WebEx, Citrix GoToMeeting, UberConference) but found them to be cumbersome and prone to failure, especially when the client doesn’t have experience with a particular app.

​John needed one efficient solution for making voice, video and screen sharing calls that would be ​reliable but also very easy to use. He first heard about Gruveo via positive online reviews from existing users, and he went ahead to give it a try. 

John's clients can call him right from their browser just by clicking his Gruveo link.

John remembers telling himself shortly after signing up: "Absolutely yes, it's the real thing."

"Gruveo ​is our standard now. It's simple, secure and it's very reasonably priced." – John Cress, Practical Portfolios

Gruveo lets John's clients have permanent access to him without the need to create an account or install new apps. When a client needs to jump on a video or voice call with John, they simply click John's Gruveo link and get connected to him right in their browser.

With Gruveo, John and his clients enjoy video and voice calling, screen sharing, group calls, call recording and much more.

Gruveo branding on Practical Portfolio's call

​Thanks to Gruveo's branding feature, John's clients see his photo and custom background image when calling him.​

John's Gruveo link can be easily included in his email signature and in the contact section of his website, along with all the other traditional contact info.

A recent addition of call recording has made Gruveo even more valuable to Practical Portfolios. Says John:

“Recording interactions in certain aspects of my business is a requirement. When clients direct us to buy or sell investments, having a record of that conversation is critical for compliance purposes."

"I can also use the call recording feature to archive and review best practices when training new associates who interact directly with our clients."

The biggest benefit that Gruveo brought for John and Practical Portfolios is having an easy-to-use and reliable platform to discuss business with voice, video and screen sharing.

"[Clients] can get up to speed and communicate with me very quickly, without training, without installing drivers, without all of the ​issues that the other technology has and that seem to be very interruptive."

John's clients enjoy using Gruveo because they don’t have to jump through the usual hoops or submit their emails. Gruveo is quick, works everywhere it matters, functions beautifully in the background and doesn’t interrupt the calls with ads so John’s clients can concentrate on him and the undergoing conversation.

Adopting Gruveo has led to big improvements in the way Practical Portfolios runs its business. As John sums up:

Gruveo easily doubles the efficiency of client engagement. The ability to have all formats combined – voice, video, screen sharing, text chat – easily cuts in half the time we spend on problem solving and collecting information.”

“That’s why I want our team to use Gruveo, because clients are made happier twice as fast when we use this tool. Much of our work is done on an hourly basis and when we can save time, it also saves our clients’ money."


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