Advisory Effectiveness

Solution introduction

How can wealth managers dramatically enhance their face-to-face service and enable hybrid advice models?

Managing the client relationship and focusing on client needs should be the main role of an advisor

However, growing regulatory pressures and inefficient manual processes mean administrative burdens too frequently take up their working day. How can advisors spend more time with clients and less time on administration? The benefits are clear – dramatically improved productivity, increased assets under management, additional product and service take-up, and ultimately more client recommendations.

Advisor time can be refocused from manual, paper-based client administration to revenue generating activities. Tailored client acquisition and proactive servicing enable the advisor to add real value to clients all along the advice journey.

Headquarters Location

Dublin, Ireland

Main Telephone

+44 20 7844 4000

Key Data

Type of Clients
  • Broker-Dealer
  • Global Private Bank
  • Independent Financial Advisor
  • Local Private Bank
  • Private Client Investment Manager
  • Regional Private Bank
  • Registered Investment Advisor
  • View Others View Less
Client Regional Presence
  • North America
  • Western Europe

Advisory Effectiveness

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