RELATIONSHIP VELOCITY, LLC
PORT CHARLOTTE, FLORIDA

Founded in 2005, Relationship Velocity LLC revolutionizes the financial services industry by enhancing business generation and team functionality. Originating from a suggestion to the founder who had successfully built a $50 million bank-owned wealth management firm, the company has since become an influential player in the sector. At its core, Relationship Velocity offers comprehensive health checks on fundamental operational areas for financial service firms. These evaluations include technology landscape roadmaps, workflow analyses, and lead source mappings, informed by contemporary best practices. The managing partner, Mr. DiLaura, brings over three decades of experience from his successful tenure as a licensed broker to building, consulting, and directing wealth management organizations. His achievements are widely recognized within the industry due to his innovations like the first vertical CRM for financial services in 1990 and various published studies on wealth management strategies. Glenn, an executive-level enterprise architect, brings two decades of experience leading complex projects with top-tier companies such as Goldman Sachs and USAA, contributing actively to business growth through technological transformations. Meanwhile, Laurie oversees technology RFP coordination within the company and manages interactions with workflow automation vendors, leveraging her extensive financial service background. Relationship Velocity assists firms in achieving substantial growth by offering a suite of essential tools — including a real-time metrics dashboard, culture measurement templates, and strategic consultation services. Their comprehensive approach helps clients understand the integration efficacy of existing technology platforms, ensuring compatibility with future business objectives. Headquartered in Port Charlotte, Florida, Relationship Velocity LLC operates under the jurisdiction of Florida's corporate regulations, with its most recent event as a reinstatement recorded in October 2017. The company maintains an updated status on key operational performance indicators, making itself available for potential partners and firms seeking consultation to secure their competitive edge. For more information about their services or to schedule a free initial consultation, interested parties can reach out at (855) 718-1118 or visit the website at relationshipvelocity.com.