Delivering enhanced customer experience through more responsive, personalised communications whilst supporting maximised operational efficiency.
Our omni-channel communications enable you to serve customers more effectively and more efficiently via their preferred channels, supporting a highly engaged customer base whose expectations are continually exceeded.
Remove friction by enabling clients to interact on their terms with support for a comprehensive range of channels including mobile apps, websites, social media, email, video conferencing and more.
Potential clients can engage your firm via secure chat solutions and embedded forms, with engagement and communications integrated into a single view of the prospect’s journey.
Our marketing solutions are powered by industry-leading marketing automation platforms, allowing you to create highly automated, accurately targeted campaigns. The effectiveness of campaigns as a whole and each customer’s engagement within a given campaign are tracked within our client lifecycle solutions. Understand website clicks, downloads, and event registrations whilst measuring performance against targets and KPIs in real-time, enabling continual improvement in the quality and effectiveness of marketing communications.
Send secure messages and engage clients in real-time via a secure chat, all from a centralised advisor workstation. Initiate new servicing cases directly from an interaction or use our intelligent recommendations to connect to an existing servicing event. As with all client touch-points, secure chat and messaging communications are consolidated into the client’s 360-degree view of any customer they concern.
Use templates and centralised sales literature to quickly create client emails and meeting invitations, with our native email integration pulling in key client details and enabling seamless storage of these activities in our CLM solution, enabling notification of upcoming meetings as well as complete audit record of all customer email and meeting interactions as part of the wider client 360-degree view.
Integrate to Telephony Solutions, from enabling ‘360-views’ to be automatically loaded when a client calls in, to integrating with video conferencing tools such as Microsoft Teams to automatically store transcriptions of video calls.
27 February 2024
Throughout the client lifecycle, there is a wealth of data relationship managers can tap into to determine next best actions and build trust.
4 min. read
24 February 2024
There may be many ways in which a wealth management business ensures the digital functionality of its hybrid model is compliant. In this article, we will focus on three features that should be embedded in the hybrid model solution to ensure greater compliance with regulatory requirements.
3 min. read