See why Wealth Advisors, Clients & Firms love Done-for-Me email communication. An intelligent Done-for-Me client email program impacts core business metrics of your Wealth Management firm and its Advisors.
Download our example program and see potential impact at your firm.
- 70% Advisor Adoption
- 1500% increase in number of Advisor-Client interactions
- 44% increase in Client NPS (Satisfaction & likeliness to Refer)