As The Pinnacle Group expanded, managing a growing sales team and staying aligned became harder. They needed a solution to bring all their data into one place and improve communication across departments. The goal was to boost efficiency, align their teams, and ensure a consistent experience for their 30,000+ agents.

OneHQ gave Pinnacle the system they needed to scale with clarity. Now, everyone from case managers to sales reps can see what’s happening across the business. Team members stay aligned, advisor outreach is consistent, and tasks are tracked so business moves faster. Integrations with key vendors automate the busy work and manual data entry, freeing the team to focus on helping more agents.

With OneHQ, The Pinnacle Group raised the bar on service across their organization. Stronger operations and better communication helped them stay in consistent contact with over 30,000 advisors. They built more trust, improved advisor relationships, and created capacity to provide professional service to more clients.

Growth adds complexity, but it shouldn’t slow you down. The Pinnacle Group knew that scaling their business meant tightening communication, improving efficiency, and delivering a more professional experience to every advisor. We’re proud to be the system they count on to keep teams aligned, operations moving, and service standards high.