How much time do you, your clients, and your staff spend pouring over extensive fact-finding documents in order to complete your client’s profile? We bet the answer is too much. That’s why, on November 10th, a new digital Onboarding experience is coming to eMoney’s enhanced client portal. Automated Onboarding will help your clients populate their personal financial management website their way, on their time.
In this live webinar, we explore the challenges that affect our industry today and show why the type of experience you offer clients matters more than ever before. Featuring feedback from eMoney users, insights from across industries, and research from leading market analysts.
When introducing eMoney to your clients, remember to emphasize that combining a second-to none digital wealth management experience with your expert guidance and strong relationship, better positions them for success. Here are just a few of the benefits to highlight.
In our industry, there has been an explosion of choice. Clients can trade online for free, leave their investments to grow in a digital advice platform, or work with a traditional advisor—and they can choose to do any of it with an ever-growing number of providers.
What role will technology will play in the future? We can only speculate. But by looking into the past, we may start to envision how technology will shape our business relationships in the future.
Watch a replay of our live webinar on how to maximize your mobile experience. We discuss why a seamless mobile experience is vital to a financial advisor’s business. And we reveal what it takes to connect with your current and prospective clients via their preferred mediums.
Don’t ignore the pulse of your marketplace. If you do, you run the risk of leaving serious opportunities on the table. Business leaders who are in-tune with the influences shaping their industry are in a better position to evolve as their customer needs evolve. They are the pioneers. The ones who stay at the forefront of innovation year after year.
If you haven’t optimized your website for mobile use, now is the time to embrace the mobile movement and give your clients an experience they’ll want to come back for again and again. To get you started, here are 10 ways to put your mobile clients’ needs first.