Elevating the client experience

Elevating the client experience Leveraging technology to drive profitability, scale and growth

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Are you using technology to create the best experience for your clients?


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?



More Time With Clients

Automated tools boost productivity, leaving more time for clients and business development.


Access Where Clients Want It

Clients have the tools to get answers fast. Advisors can respond to client requests quicker.


Flexible Client Reporting

Customize reports to clients’ preferences. Answer client questions graphically, in real time.


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.


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


Leverage technology and elevate your client experience.

Find out more about elevating the client experience.

Download our free white paper.


http://info.adventsoftware.com/US_14Q4_ElevatingClientExperience_Slideshare_LP

Elevating the client experience

Economy & Finance

Transcript of Elevating the client experience