How digital offers advisors more than just a tool for video

While businesses with a core focus on advisory services have had a challenging 2020, there is a great opportunity within the forced focus on digital initiatives. The question is – are you seeing that opportunity and are you ready to take advantage?

Pre-pandemic, all types of advisory services have faced a sustained period of rising cost-to-income ratios for a multitude of reasons. In this webinar, we explore how digital engagement solutions can get costs under control while increasing the opportunity for clients to transact.

As the digital agenda accelerates, leading the pack into the next normal will give a significant competitive advantage and reverse the trend of an ascending cost-to-income ratio.

Within the webinar, you will learn how digital can:

• Help you increase client interactions with more desired, and lighter touchpoints
• Help you dramatically improve adviser efficiency while lowering costs
• Help you reduce drop-off rates and close business quicker

 

N.B. The demonstration start at the 13:40 mark.