6
Opportunities Wealth Managers should be aware of
This webinar is intended to reframe 6 areas of improvement across your firm into opportunities.
We have identified the topics that are becoming the hardest to ignore across the industry. From scaling client servicing more effectively to creating stronger visibility, better adoption, and more dependable evidence of good client outcomes.
Tailored for Advisers, Wealth Managers and Paraplanners
The Adviser App is purpose-built to cater to the needs of financial advisers, wealth managers, and paraplanners. It allows them to work with their clients whilst on the move with easy access to key information, activity and documents.
Easily Respond to Messages Using Your Own Templates
Streamline your communication by using message templates. Respond to clients promptly and professionally, saving time and ensuring consistent messaging.
Quick Access to Client Contact Information
Gain quick access to vital client contact information and their latest activity history, ensuring you're always up to date and well-prepared for meaningful client engagements.
Mobile Document Scanning
Revolutionise document management by scanning paperwork directly from your mobile device. Stay organised and reduce administrative burden, allowing you to focus on delivering exceptional service.
Biometric Access for Advisers
Advisers can experience the ultimate in secure and convenient access to information via their branded mobile apps using device specific-biometric logins including fingerprint and face-ID, ensuring effortless and highly-secure authentication.
2-Factor Authentication for Advisers
Implementing two-factor authentication (2FA) adds an extra layer of security, ensuring that only authorised users can access their financial information.