CRM Growth OpenAir already uses Salesforce, presenting an opportunity to expand CRM capabilities with client segmentation, automated onboarding, and cross selling driven by analytics dashboards and marketing automation to strengthen growth against larger RIAs.

Security Compliance As a financial services firm with cloud infrastructure, OpenAir can benefit from formal security and compliance enhancements such as SOC 2 and ISO 27001 readiness, data protection measures, and ongoing security monitoring to reduce risk and reassure clients.

Marketing Expansion Current social presence on Facebook and interest in user analytics point to growth marketing potential; recommend scaling digital channels, website optimization, SEO, content marketing, and CRO to improve lead flow and client acquisition.

Tech Modernization The stack shows legacy components; opportunities exist to modernize with a client portal and mobile app, streamlined API integrations with Salesforce, and frontend improvements to boost client experience and operational efficiency.

Growth Partnerships Positioning against large incumbents favors strategic partnerships or referral networks; consider a partner program and co marketing to accelerate growth and broaden distribution.