The right tools to meet client demands
Digital engagement tools are vital for financial advisors in today’s digital age.
Digital engagement explained
If you want to grow and maintain your client base, one of the critical areas you must focus on is digital engagement. That means providing clients with 24/7 access to information about their investments, portfolios, and financial plans.
Why this could benefit you
Digital engagement has other benefits, too. It simplifies the process of engaging with an advisor during decision-making, while delivering a convenient and personalized experience.
Technology that strengthens relationships
Digital engagement changes your clients’ experience of your service. intelliflo solutions make every interaction personal, convenient, secure, and transparent. The results? Stronger relationships with your clients, greater loyalty, and more success.
Why this could benefit you
By embracing digital technology to engage with your clients, you’ll gain a critical advantage in the marketplace. What’s more, you’ll increase the value of your advice.
We deliver happy clients
At intelliflo, we understand the power of digital client engagement when it comes to delighting your clients. Through our range of solutions, we give you a wealth of options to engage them and help them feel in control of their finances.
Become an intelliflo customer and we’ll make the digital side of managing clients so much easier. And as your business grows, we’ll grow with you.
What your clients really want
When it comes to digital engagement, certain features change the way clients view your service. At intelliflo, we believe five essential qualities make the difference:
Convenience
Clients want to be able to check their investment portfolios and communicate with their advisors at any time, from anywhere, using any device. They look for an easy-to-use system that allows them to access their financial information and request assistance at the click of a button.
Personalization
Clients want relevant, personalized financial advice tailored to their specific financial goals and objectives. Having a digital client engagement platform with data analytics tools will help you deliver personalized advice.
Security
Secure access to their financial information is a non-negotiable for your clients. Digital client engagement platforms must provide exceptional security to ensure data always remains confidential.
Real-time information
Clients need real-time information about the market, financial trends, and their investment portfolios. A digital client engagement platform will help you provide clients with up-to-date information. This reassures them that you’re always making the right decisions when it comes to their investments.
Transparency
Clients want a clear understanding of the fees associated with their investments, and the value of the services they receive from you. A digital client engagement platform increases transparency and helps clients grasp what they’re paying for.