Absolute Engagement
HQ Address
340 King Street East, 4th Floor, North Toronto, ON M5A 1K8, Canada
Website Address
Business introduction
Engagement Technology for Financial Advisors
Effortlessly connect with prospects and clients on a deeper level
At Absolute Engagement, we work with advisory firms to help them build and grow businesses that reflect what is most important to their prospects and clients.
We believe advisors with a deep understanding of clients’ needs, concerns, and aspirations are best positioned to differentiate themselves and help their clients feel confident about their financial futures.
Getting to that point of deep understanding is not easy for clients and it’s time consuming for advisors. By combining innovative technology and decades of client experience expertise we are making a very human, complex, and time-consuming process easy.
Absolute Engagement Solutions
Engagement Engine
Integrated Insights Prospect and client sentiments are tracked and analyzed at key touchpoints across the journey, driving increasingly robust insights on the current and future needs and behaviors of individual prospects and clients or key segments. The Absolute Engagement Engine fits seamlessly into your existing workflows. Smart profiles and agendas Automated engagement flows Powerful analytics Personalized......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Technology Implementation & Management
Experience Innovation Board
Created for leaders by leaders We currently have members representing 39 leading RIAs, that manage approximately US$481 billion in assets for their clients. Absolute Engagement worked with a core group of founding members to define the vision for the board. The Experience Innovation Board is open to RIAs with a minimum of......
business needs
view solutionSpeaking and Training
Below you'll find overviews of some of the presentations we delivery regularly, updated with the most recent research. We do tailor every presentation to meet your needs and address a range of other topics related to client experience, client engagement and referral growth. How client engagement is being disrupted Things have changed.......
