Create a truly engaging and immersive online client experience. Develop deeper and more meaningful customer relationships using intelligent financial advisor technology.
A intelligent client portal makes it easy for clients to open accounts, track their investments and manage their static profile online from any device.
Improve sales pipelines through robust data analytics, giving advisors relevant and timely information to better understand their clients behaviours and needs.
Grow your business in a sustainable and cost- effective way by streamlining and automating processes.
Engage and communicate with different customer segments by using digital workflows to automatically deliver relevant updates, reports and newsletters.
Download the wealth advisor solution brochure below.