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.
