Research

Boost Business By Turning Investor Experience Into a Key Part of Client Experience

Clients have many options in how they invest and manage their financial resources. They are seeking a top-class experience from their advisors that is as engaging and easy to use as what they experience from popular consumer-based applications. Fortunately, advisors have more choices than ever across platforms – including many tools tied to investment and portfolio activities. The challenge is making a clients’ investor experience as positive as their overall client experience, ensuring it's fully integrated, secure, flexible and intuitive. This approach will create higher client satisfaction and provide advisors better business results.

Join this complimentary webcast to discover how to attract more assets and build your practice going forward. You will learn:

  • How to meet clients’ rising expectations so that their investment experience is a key, meaningful part of their overall client experience
  • Features and formats that clients appreciate most in their investment experience and how to seamlessly integrate them
  • New ways to build a powerful and appealing experience that better pleases clients, drives more referrals and boosts business
Register here for an on-demand recording after the webcast.

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