ARQ is a model that empowers and provides better choices to outperform. Client experience is now at the focus of wealth management and we are leveraging technology to better the interactions between client and advisor.

We can provide a meaningful digital interface between you and your clients. This is something that clients demand more than ever. Clients expect real time, continuous information – this trend is seen across industries. It is also very important for client retention as wealth moves to younger, more tech savvy generations.

We can create a bespoke, white labelled offering so that you can share any information that you want with your clients. Any articles, legal updates, products that you are offering across the business… they will see what you want them to see. Research papers and Industry Surveys regularly shine light on the urgency of the digital interaction enhancing the human to human connections.

Our Financial Performance Analytics tool could be a great offering to the clients who do not yet use your financial planning services. As part of the offering, clients can simply take a photo of their third party portfolio statements and upload it via the app on their phone. We run a report showing the performance by the third party providers and compare how your financial advisors could have outperformed via investments with the same underlying asset composition. If the report shows poor performance by the third party, the clients will have a ‘call to action’ and may want to start a relationship with your financial advisors/wealth managers.

Through the same reporting tool, existing clients who use your financial advisors can compare third party portfolios. This could result in an increase in AUM from your existing clients already using your financial planners.

It is a very clever way to show what your business can offer as a ‘one stop shop’ that really cares about clients and their wealth. This should increase the speed with which you can convert a prospect to a client.