Like how machines grow to complement human labour in the workplace, wealth managers need to understand that technology is here to aid in some of the basic, more tedious aspects of wealth management. With clients seeking readily-available information, advisors need to leverage on technology to allow for better engagement with clients.
Whether it is to gain insights to a client’s reading habits and preference, an alert to notify a client’s interest in certain promotions or even sharing relevant product opportunities, technology solutions are here to drive your promotional opportunities to clients.
For instance, iEngage is an innovative sales tool that uses content to distribute sales ideas and promotions to clients. By offering clients a relevant and engaging content feed, iEngage can potentially increase product or promotional opportunities via targeted marketing.