Client Retention

The market crisis has caused tremendous turmoil and stress for Clients, Advisors and their Firms, but also opportunity. With so much money in motion the Advisors who are able to quickly and proactively provide more frequent information, updates and advice to their clients are building loyalty, getting referrals and winning AUM. Clients want more interactions…

Success Video : 7X Advisor Activation drives AUM growth Updated: May 27, 2020 Covid-19 has put Money is in Motion. The result is AUM growth opportunity for firms who scale each Advisor’s activity to engage, reassure & demonstrate value to each of their clients. Leading firms are embracing our new technology to quickly 7X Advisor activity…

Video : How AI powered Content Distribution is Next Generation growth tool for Wealth Management Updated: May 9, 2020 The 24/7 digital world has changed your Client’s expectations around communication and proactive outreach. The firms doing the best job leveraging modern 3rd Generation Marketing technology like Data Analytics, AI and Automation are helping their advisors take…