When engaging new prospects and attempting to convert them into clients, inconsistent strategies and invisible pipelines can impact results. Failure to provide relationship managers with digital, fit-for-purpose tools can impact their ability to nurture prospects efficiently and introduce unnecessary business risk. And failure to capture early-stage compliance data can make onboarding time-consuming and cumbersome.
Engage shortens the sales cycle by enabling relationship managers and prospects to interact in a timely and fluid way. Wealth managers can attract prospects from multiple sources, create marketing campaigns that will resonate, gain a complete view of every engagement with your firm and automatically capture a wealth of data for re-use throughout the client lifecycle.