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Learn MoreAre you effectively targeting your greatest opportunities?
How can you tell?
Without a full look at your business, it’s difficult to see whether you’re targeting the opportunities right in front of you. Coming on November 1, eMoney’s Advisor Analytics Pro will offer never-before-seen insight into your business, allowing you, and your support staff, to make better decisions that influence the kind of experience you offer your clients.
Take a look at a few examples below of how Advisor Analytics Pro can help you uncover even more hidden opportunities, and ultimately grow your business.
Is your business built to last? View your current client-base by age to understand how well your business is positioned to grow into the future and whether or not you’re equipped to support the next generation.
Is your business built to last? Gain deeper insights into your client base.
With a complete view of Assets Held Away by client, you know where to focus your efforts. Once you’ve identified the clients with the most opportunity, you can more easily create a plan to deepen your relationship and become their primary trusted advisor.
Do you know where to focus your efforts?
Giving your clients access to their own client website helps establish trust, transparency, and collaboration. It also cements your value in their financial lives by satisfying their craving for value-added financial technology. But are your clients making the most of their access to the industry’s leading client experience? Advisor Analytics Pro makes it easy to quickly identify the clients who could use a refresher. Then, to boost engagement, try hosting a client event and pairing up your client website power users with those who haven’t yet adopted their portal.
See client website activity. Host an event to boost engagement.
Are your aging clients adopting their client websites? See a full view of clients with active websites by age and compare that against your entire client-base, as well as the non-adopters. Once you better understand which demographics are using the portal, you can better target those who aren’t with an email or video on the portal’s benefits.
Visualize client website access across your client base.
Use the Liabilities Held Away chart to understand how your clients are leveraged. Filter by Account Type to easily stay aware of opportunities to refinance, balance transfer, and reduce their overall liability.
Monitor your clients’ liabilities. Identify savings opportunities.
These are just a few ways our new Advisor Analytics Pro will help you improve your client experience and ultimately identify more opportunities for growth in your business.
Are you an advisor who manages a firm? See how Office Analytics allows you to gain aggregated insights across your entire firm.
Stay tuned for more on eMoney’s Advanced Analytics solutions, Advisor Analytics Pro and Office Analytics, coming November 1.
