Post on 12-Jul-2015
Elevating the client experience Leveraging technology to drive profitability, scale and growth
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Copyright © 2014 Advent Software, Inc. All rights reserved.
Copyright © 2014 Advent Software, Inc. All rights reserved.
Are you using technology to create the best experience for your clients?
Copyright © 2014 Advent Software, Inc. All rights reserved.
Three of the Top Five Reasons Clients Leave an advisor are because of poor service and communication…not because of advice.
#1 Reason Slow to
return calls
#3 Reason Poor
communication
#4 Reason Slow to reply
to email
Source: The Spectrum Group, Millionaire Corner
How can technology elevate your client experience?
Copyright © 2014 Advent Software, Inc. All rights reserved.
Copyright © 2014 Advent Software, Inc. All rights reserved.
More Time With Clients
Automated tools boost productivity, leaving more time for clients and business development.
Copyright © 2014 Advent Software, Inc. All rights reserved.
Access Where Clients Want It
Clients have the tools to get answers fast. Advisors can respond to client requests quicker.
Copyright © 2014 Advent Software, Inc. All rights reserved.
Flexible Client Reporting
Customize reports to clients’ preferences. Answer client questions graphically, in real time.
Copyright © 2014 Advent Software, Inc. All rights reserved.
A Tailored Experience
Advanced technology enables advisors to deliver a complete experience, tailored to client needs in person and online.
But using technology isn’t only about making clients happier. It also improves the bottom line.
Copyright © 2014 Advent Software, Inc. All rights reserved.
25% more assets
per professional
18% more revenue
per professional
45% more profit
per professional
Advisors in tech-focused firms show greater productivity.
Copyright © 2014 Advent Software, Inc. All rights reserved. Technology Focused Firms defined as the Top 25% of firms across technology adoption metrics for participating firms over $50MM. Source: Investment News Research, 2013 Advisor Technology Study
Copyright © 2014 Advent Software, Inc. All rights reserved.
Leverage technology and elevate your client experience.
Find out more about elevating the client experience.
Download our free white paper.
Copyright © 2014 Advent Software, Inc. All rights reserved.