Arrow Icon

Streamline Lead Management: Lead Capture is Coming Soon

Visit Heart of Advice

for expert insights on the most pressing topics financial professionals are facing today.

Learn More

Webinar: Making Money More Human: The Value of Emotional Intelligence in Financial Planning (1 CFP® CE Credit) on Thursday, October 7 from 2:00 - 3:00 p.m. ET

Register Now

Did you miss our Lead Capture pre-release webinar? 

How do you prefer to spend your time – focusing on perfecting your clients’ financial plans or prospecting for new business? Sometimes, it can feel like you have to choose one or the other. Your clients rely on your expertise to secure their financial futures. So any time you can save in generating new business is a net gain for you and your clients.

Introducing Lead Capture: an interactive online workflow made specifically to help financial professionals attract, engage and qualify leads through their online marketing efforts.

Lead Capture automates and streamlines the process of capturing, qualifying, and managing leads directly within the emX® product suite. Automatically add leads to your Advisor Dashboard, receive an alert when prospects are ready for help, and gain insight into the financial lives and goals of your leads to qualify them and have a meaningful first conversation.

Lead Capture features:

  • An easy-to-launch, professional and customizable landing page
  • A self-guided, interactive, goal-based simulation for prospects to model financial goals, identify funding gaps, and uncover opportunities on their own
  • A streamlined path for prospects to reach you when they’re ready to start planning for their financial futures
  • Effortless data gathering and auto-entry that puts time back in your day
  • Insight into each lead’s financial life and goals to fuel more meaningful conversations
  • Instant notifications so you know when to reach out to prospects

Lead Capture is coming July 25! 

Related Posts