Charge Up Collaboration with Clients and Prospects: How Technology Can Help You Break New Ground
|
|
- Daniella Fitzgerald
- 6 years ago
- Views:
Transcription
1 Charge Up Collaboration with Clients and Prospects: How Technology Can Help You Break New Ground
2 Customer-centric firms will be winners At the heart of seemingly every great advisor-client experience lies one irreplaceable element: a strong personal relationship. Building that personal bond with clients takes time and effort, but the pay-off can result in a strong and trusting client base that has the potential to grow with the advisor. 2
3 Human and machine are expected to merge for an omni-channel experience Yet, while there is no substitute for these personal connections, advisors do have new and powerful collaborative technologies that can help them find, build, and maintain these relationships even better. 3
4 Just how powerful are these technological opportunities for advisors? In a recent Fidelity research study on advisor usage of collaboration tools, 8 in 10 advisors said that technology: Enhances the services they provide to clients Improves their ability to effectively engage with clients Matters to most clients, especially to Gen X and Y clients Allows them to better showcase their value to clients Source: The 2016 Fidelity Advisor Community Study: Advisor Usage of Collaboration Tools and Website 4
5 OK, but did these benefits actually translate into more business? According to Fidelity research, advisors who utilize technology more than their peers (often called eadvisors) report: More assets under management - almost 40% more than peers A greater number of Gen X and Y investors Simply put, technology is making clients lives easier and, by extension, advisors who embrace technology can make clients lives easier as well, which can help build deeper relationships. A wider geographical reach than their peers Source: The 2014 Fidelity Advisor Insights Study. The study defined eadvisors as 30% of the advisory population who are more frequent users of technology applications when running their advisory practices compared to other advisors. 5
6 Perhaps that's why client experience is driving an increase in technology spending 72% According to a recent Aite Group survey of wealth management executives, nearly three quarters said one of the top drivers for increasing technology spending was to improve the client experience. Source: Capturing the Next-Generation Investor: What High-Tech / High-Touch Mix? Aite Group, March
7 Consider charging up your collaboration throughout the client journey When thinking about using technology to collaborate with clients, we encourage firms to think about the entire client life-cycle. The following pages detail a number of actions to consider. The Six Stages of Client Engagement Prospect Lead generation and prospect engagement Sales process Client Client onboarding Ongoing advice and guidance Scheduled client reviews Ongoing service and communications 7
8 Strengthen your collaboration during the prospect experience Technology can help you to find and engage prospects in a collaborative way, giving them a strong sense of what it would be like to be your client. The Six Stages of Client Engagement Prospect Lead generation and prospect engagement Sales process Client Client onboarding Ongoing advice and guidance Scheduled client reviews Ongoing service and communications Tools that can help enhance collaboration: Social media (LinkedIn, FB, Twitter, Instagram) Firm website and messaging Web content and tools Video conferencing 8
9 Leverage social media to uncover and engage those hard-to-find prospects So, where are your prospects swimming more and more frequently these days? Here s one undeniable truth: It s easier to catch fish if you go to where they are swimming than if you try to make them come to you. Social media. 9
10 Don t underestimate social media s potential for lead generation Social media can give you a fast, easy, and inexpensive way to try to engage niche markets, Gen X and Y investors, or ideal prospects that reside outside of your traditional geographic reach For me, social media is a way for me to extend my brand online and connect with other people that I would not ordinarily meet through other channels. Russ Thornton, WealthCare Capital Management Nearly half of Gen Y investors say they re more likely to relate to an advisor that has a social media presence. Source: The 2016 Fidelity Investor Insights Study. 10
11 Advisors report real results from social media and plan to ramp up its usage 55% of advisors report they plan to increase their level of investment in social media channels over the next 12 months. Source: The 2016 Fidelity Advisor Community Study: Advisor online strategy Four out of 10 advisors using social media have generated sales leads in the past 12 months. And, on average, they have generated 24 leads. Source: The 2016 Fidelity Advisor Community Study: Advisor online strategy. 11
12 Websites can help optimize the sales process and prospect experience Consider the examples from Atlanta-based Joyn Advisors, which offers behavioral wealth management. We make it very clear on our website that we are a different type of firm; in fact our goal was to look like no other financial services firm in the marketplace. Prospective clients who visit our site tell us that we achieved that. They scour our online material and self-select whether or not they are a good fit for our firm. Nancy Sagar, Vice President of Marketing for Joyn Advisors Joyn Advisors also relies on its website to foster the firm s initial collaborations with prospects. A clearly defined value proposition can help differentiate you from competitors, as well as communicate to prospects how you plan to serve them as eventual clients. One of the first things we do when we have an opening call with a prospect is to ask them to look at the website if they have not done so already. We use the site during that initial call as a springboard to discuss their needs and how we re going to engage with them to help fulfill those needs. Gary Whitehurst, Executive Vice President and Chief Revenue Officer of Joyn Advisors 12
13 Content-driven websites are on the rise, with some firms relying upon them to target younger investors Website content and tools can help underscore the fact that you understand the prospects needs, particularly with Gen X and Y investors who often prefer to initially engage by searching an advisor s online content before meeting or speaking with them. 70% - 80% of advisory firms are expected to provide content on their websites in the next few years. With nearly 6 out of 10 advisors targeting Gen X and Y prospects, 50% of this group plans to create online marketing content that appeals to their target. Source: Capturing the Next-Generation Investor: What High-Tech/High-Touch Mix?" Aite Group, March Source: Capturing the Next-Generation Investor: What High-Tech/High-Touch Mix?" Aite Group, March
14 To eliminate time and distance barriers, consider video-conferencing While current usage of video-conferencing is somewhat low, even among Gen X and Y investors, the desire exists for greater adoption of this communication tool. 26% of Gen X and Y investors use video-conferencing with their advisor Not only can video-conferencing help you gain traction in tough to reach markets, it can also make it easier to conduct larger, travel-free group discussions when warranted, such as the inclusion of a prospect s accountant or attorney. 24% of Gen X and Y investors do not, but are interested in doing so Source: The 2016 Fidelity Investor Insights Study 14
15 Strengthen the client experience with enhanced collaboration Technology can strengthen relationships with both new and established clients. The right tools can make every step of the client journey more collaborative, making it easier to build strong relationships with your clients. The Six Stages of Client Engagement Prospect Lead generation and prospect engagement Sales process Client Client onboarding Ongoing advice and guidance Scheduled client reviews Ongoing service and communications Form-filling technology e-signature Client portal Financial planning software Tools that can help enhance collaboration: Secure online document vault Account aggregation Screen sharing Tablets and mobile devices alerts 15
16 Deliver efficient client onboarding that breeds confidence that your client made the right decision to work with you?? Client transitions to any firm can be a sensitive and anxious time. That s why you want to make sure your onboarding process is as seamless as possible which can help establish a good client experience. What s more, the more efficient your onboarding, the more time you have to conduct important discussions about your client s goals, needs, and values. 16
17 Adopting paperless technology solutions may help streamline your onboarding process To make onboarding faster and more efficient, advisors report using a range of tools, including form-filling technology to help populate account applications. They are also allowing investors to use e-signature for the signing of financial documents such as proposals and account-opening forms. 1 in 2 Advisors using onboarding technology 4 in 10 Advisors using form-filling technology 4 in 10 Investors say their advisor allows them to sign financial documents via electronic signature. Source: Transforming Your Business Through Advisor Technologies, Celent, a division of Oliver Wyman, Inc., October Source: The 2016 Fidelity Investor Insights Study. 17
18 Onboarding can be an ideal time to set up clients on your firm s client portal The onboarding process is also a time to train clients on key time-saving functions, like accessing real-time information on their financial picture. Taking these extra steps early in the relationship can also help demonstrate your firm s commitment to financial transparency. One of the first things we do, during a new client s first 90 days with us, is to educate them on all of the online tools and resources available to them. Onboarding can be an ideal time to set up clients on your firm s client portal. It s a great way of showing them that we re committed to making life as easy as possible for them with our firm. David S. Fisher, Co-founder of Signature FD, an Atlanta, GA firm 18
19 Account aggregation can provide real-time information to aid real-time decision-making To make smart and confident decisions, clients don t want to rely on potentially stale data. That s why the delivery of real-time information can be an invaluable aid in fostering better and faster decision-making among your clients. 19
20 Aggregation tools provide clients with a comprehensive financial picture One way to get started: the use of an account aggregation feature, which is typically included in financial planning software applications. Aggregation provides clients with a real-time, comprehensive picture of their entire financial situation including accounts held at outside firms which advisors can review with clients during important conversations about goals and priorities. This singular holistic view can also help advisors develop an optimal investment strategy that supports client goals across all of their accounts. 81% of wealth management executives believe it s critical or very important to provide clients with a total view of their wealth, including accounts held at external firms. Source: Wealth Management Incumbents Digital Strategies, Aite Group, November
21 Leveraging dynamic scenario-planning capabilities during the financial planning process can help with decision-making By showing clients what-if scenarios, and discussing how certain financial trade-offs can impact their future, clients are often in a better position to make decisions that align with their values and help them meet their goals. Providing clients with this comfort can only help deepen the bond with the advisor. In the old days, when clients wanted to see the impact on the financial plan if assumptions were changed, we used to re-run the numbers and then have another meeting to share the output. Now, by using the scenario-planning feature available with our financial planning tool, we make changes realtime, which makes for more engaging and more productive meetings with clients. Gary Whitehurst, Joyn Advisors 21
22 Interactive, visual reports are an area where collaborative technology can help take engagement to the next level Tech-savvy advisors are more likely to use dynamic and real-time information. Advisors who provide a holistic view of assets and liabilities, as well as interactive or visual reports for clients: eadvisors Other advisors 79% 47% We find that some clients are visual-based learners. It s very helpful for them to see graphical information so that they can actively participate in a discussion about the information presented. Oftentimes, we ll take things a step further by offering interactive reports with the ability to toggle over graphics to demonstrate how the client s situation could change under various scenarios. Pat Barry, President of Barry Investment Advisors, New Bedford, MA Source: The 2014 Fidelity Advisor Insights Study. 22
23 More and more, we re all on-the-go. Consider incorporating technologies to support client meetings and reviews. Screen sharing capabilities, are a great example of how technology can enhance collaboration. These capabilities can be helpful when advisors are looking to discuss important documents, review investment results, and conduct financial planning what-if scenarios when the client is not able to meet in person. While current usage of screen sharing capabilities is low, half of all advisors in Fidelity s collaboration study have an interest in using this capability in the future. Advisors using screen-sharing capabilities 33% 50% Do not use, but interested in doing so Half of all advisors are interested in using collaborative screen-sharing capabilities Source: The 2016 Fidelity Advisor Community Study: Advisor usage of collaboration tools and website. Co-browsing is another capability to consider. Unlike screen sharing, co-browsing allows both parties in the meeting to make changes to a shared document on the screen. 23
24 Tablets are another tool for collaboration with clients 38% of advisors bring tablets to in-person client meetings to view portfolios, reports, and/or financial information together with clients 46% do not bring tablets but are interested in doing so Source: The 2016 Fidelity Advisor Community Study: Advisor usage of collaboration tools and website. 24
25 Use of client vault can help deliver accessible and efficient communications and service Are you looking to provide clients with easy and instant access to important financial documents, all in a secure environment? Then you may want to consider using a secure online document vault, which is typically part of a client portal. Research shows that a growing majority of advisors are providing clients online access to a secure document vault where they can retrieve and store items such as tax and account statements, investment reviews, and financial plans. Advisors using secure online vault 66% 26% Do not use, but interested in doing so Source: The 2016 Fidelity Advisor Community Study: Advisor usage of collaboration tools and website 25
26 alerts are often used hand-in-hand with document vaults While clients can use vaults to securely send advisors important financial information, oftentimes, advisors will also offer automated alerts to inform clients when new documents are available in their vaults. All other advisors using automated alerts 22% eadvisors using automated alerts 74% Source: The 2014 Fidelity Advisor Insights Study 26
27 Actions to consider Finding the optimal mix between offline and digital efforts takes time and trial and the needs of each practice vary based on the needs of your client base. As you develop your plans, you may want to: Assess the ways your clients like to engage, including their digital preferences Identify any gaps in your current infrastructure based on client needs and the goals of your practice Develop a thoughtful plan to fill the gaps that includes setting priorities and allocating resources for implementation? Conduct an ongoing review of the effectiveness of your approach and refine as needed To help you with these efforts, we ve included a worksheet on the following pages to conduct a gap analysis. 27
28 Worksheet: Strengthening your digital communications i. Assess the effectiveness of your digital communications Determine the effectiveness of your digital ecosystem for prospect and client collaboration by completing the assessment table below. Client Journey Prospect experience Client experience Medium Social media Website messaging Targeted website content Video-conferencing Form-filling technology e-signature capabilities Client portal via website A secure online document vault (available within a client portal) Online financial planning software that includes dynamic scenario-building capabilities Account aggregation Tablets/mobile devices Screen-sharing capabilities alerts A B C I effectively use this medium I could improve upon my current usage of this medium I would like to add this medium to my collaboration mix Tick the most appropriate answer for each medium 28
29 Worksheet: Strengthening your digital communications ii. Identify ways to enhance your digital ecosystem for communications Identify ways to enhance your digital ecosystem for client collaboration by reviewing your findings from Columns B and C in the above assessment and completing the below table. Client Journey Medium Planned Action and Dedicated Resources (People, Time, Investments, etc.) Target Date for Completion Prospect / Client experience Prospect / Client experience Prospect / Client experience Prospect / Client experience Prospect / Client experience Prospect / Client experience Prospect / Client experience Prospect / Client experience Prospect / Client experience Prospect / Client experience Delete as appropriate 29
30 Additional resources eadvisors Take the Lead How some advisors leverage technology to help spur outsized productivity and growth The Tech-Savvy Advisor Recent Fidelity research shows technology enables advisors to connect in powerful ways with next gen investors Building a Strong Online Presence: Best Practices for Advisors to Consider Profiles of firms and advisors who are leveraging social media strategies to connect with others and extend their brand online Take the Mystery Out of Improving Your Sales Process How mystery shopping may uncover ways to improve the sales experience for your prospects Delivering the Paperless Office: Five steps to help improve efficiencies and reduce costs at your firm Fidelity research reveals the five steps firms may want to consider to help their firm move to a more productive experience Enabling the Next Wave of Growth with Workflows A Technology and Operations Toolkit providing insights on how to standardize common tasks with workflows and help drive growth in your firm Wealthscape SM the Gateway to Your Total Advisor Platform Connect with Fidelity tools and third-party solutions to help you digitize, enhance productivity and collaboration, and focus on what drives value for clients. 30
31 For additional information, please contact your Fidelity representative For investment professional or institutional investor use only. Not authorized for distribution to the public as sales material in any form. Third party marks are the property of their respective owners; all other marks are the property of FMR LLC. The third parties referenced herein are independent companies and are not affiliated with Fidelity Investments. Listing them does not suggest a recommendation or endorsement by Fidelity Investments. The content provided herein is general in nature and is for informational purposes only. This information is not individualized and is not intended to serve as the primary or sole basis for your decisions as there may be other factors you should consider. Fidelity Clearing & Custody Solutions does not provide financial or investment advice. You should conduct your own due diligence and analysis based on your specific needs. Fidelity Family Office Services is a division of Fidelity Brokerage Services LLC. Fidelity Clearing and Custody Solutions SM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 200 Seaport Boulevard, Boston, MA FMR LLC. All rights reserved
Establishing a Growth Engine through Marketing and Business Development
Establishing a Growth Engine through Marketing and Business Development The 2014 Fidelity RIA Benchmarking Study reveals key lessons from RIAs who are strong in marketing and business development Many
More informationHolistic Financial Planning:
FIDELITY CLEARING & CUSTODY SOLUTIONS Holistic Financial Planning: How it can help you redefine your value to clients and pave the way for growth Market forces are providing a catalyst for advisors to
More informationHow You Can Add Value Through Holistic Financial Planning:
PROFILES IN EVOLVING BUSINESS MODELS FIDELITY CLEARING & CUSTODY SOLUTIONS How You Can Add Value Through Holistic Financial Planning: First-Hand Takes From the Field In brief: Helping clients achieve their
More informationCredit Suisse s successful digital transformation - a look back and ahead Urs Lichtenberger, Head Client Platform. Nov 2017
Credit Suisse s successful digital transformation - a look back and ahead Urs Lichtenberger, Head Client Platform Nov 2017 If you sense that things are changing faster than ever it s because they are..
More informationThe Envestnet Platform
innovation aggregation analytics intelligence research guidance planning wellness management reporting mobility technology integration customization open architecture The Envestnet Platform At Envestnet,
More informationAdvisor Industry Insights From Morningstar. 10 Tips for Advisors on Acing Client Check-Ins
Advisor Industry Insights From Morningstar 10 Tips for Advisors on Acing Client Check-Ins What You ll Learn How synchronized reporting can make your client service operation run like clockwork Why giving
More informationWAYS TO RAMP UP MARKETING IN 2017 SPONSORED BY
WAYS TO RAMP UP MARKETING IN 2017 SPONSORED BY 1 A re you spending enough time and money on marketing? A recent survey by Fidelity Custody and Clearing found that financial advisors spend on average just
More informationPutting You in the Best Position to Service Your Clients
Putting You in the Best Position to Service Your Clients CETERA FINANCIAL SPECIALISTS LLC, MEMBER FINRA/SIPC Introducing Cetera Financial Specialists Cetera Financial Specialists is a wealth management
More informationIntroduction 2 MARKETINGCLOUD.COM
Introduction Mobile devices have fundamentally changed us unlike any technology before. Whether it is with friends, favorites, or brands, we have grown to expect every mobile interaction to be immediate,
More informationCase Study: Henssler Financial
Case Study: At A Glance Founded: 1987 Headquarters: Kennesaw, Ga. Website: www.henssler.com Services Offered: Comprehensive financial planning, asset management, insurance, tax & accounting services AUM:
More informationGROWTH AT TRANSITION. Increasing Revenue Upon Transition to Your New Broker-Dealer. Part of Securities America s Business Mastery Series
GROWTH AT TRANSITION Increasing Revenue Upon Transition to Your New Broker-Dealer Part of Securities America s Business Mastery Series Table of Contents Introduction... 1 Getting Started... 2 Step 1: Review
More informationBuild a Recession-proof Practice. 5 key ways to help you strengthen your practice now for greater efficiency and profitability. seic.
Build a Recession-proof Practice 5 key ways to help you strengthen your practice now for greater efficiency and profitability seic.com/advisors There s no doubt about it. Since the financial crisis of
More informationFinancial Services Cloud: Platform for High-Touch Client Relationships
Financial Services Cloud: Platform for High-Touch Client Relationships Salesforce, Spring 18 @salesforcedocs Last updated: January 11, 2018 Copyright 2000 2018 salesforce.com, inc. All rights reserved.
More informationFIRM OF THE FUTURE. Is Your Practice a Firm of the Future? Become a Trusted Advisor. Online
Become a Trusted Advisor Online Is Your Practice a Firm of the Future? 01 Is Your Practice a Firm of the Future? Abraham Lincoln said, The best way to predict the future is to create it. Who knew just
More informationDigital Supply Chain and Transformation. Michael Tung Senior Executive Manager, Centre of Excellence, SCM DKSH
Digital Supply Chain and Transformation Michael Tung Senior Executive Manager, Centre of Excellence, SCM DKSH Contents Transformation never stop in the last 150 years, it just gets faster with Internet
More informationGlobal Asset Management. The social advisor s guide to creating an all-star LinkedIn profile
Global Asset Management The social advisor s guide to creating an all-star LinkedIn profile Engage your network, create circles of influence and build your personal brand 118 million + U.S. members. More
More informationUsing Operational Data & Analytics to Improve Firm Productivity & Profitability
Using Operational Data & Analytics to Improve Firm Productivity & Profitability Key Contributors: Randolph (Randy) P. Johnston, CEO and Founder Network Management Group Inc. and K2 Enterprises Mark McAndrew
More informationSCHWAB OPENVIEW WORKFLOW LIBRARY BUSINESS OPERATIONS WORKFLOW SERIES: BUSINESS REPORTING PROCESS
SCHWAB OPENVIEW WORKFLOW LIBRARY BUSINESS OPERATIONS WORKFLOW SERIES: BUSINESS REPORTING PROCESS Document ID: 012377 Document Date: June 12, 2012 Document Version: 12.06.A Disclosures: The Schwab OpenView
More informationFINANCIAL PLANNING WHICH PERSONA YOU ARE AND WHY IT MATTERS IN ASSOCIATION WITH:
FINANCIAL PLANNING WHICH PERSONA YOU ARE AND WHY IT MATTERS IN ASSOCIATION WITH: CONTENTS INTRODUCTION...3 THE THREE PERSONAS OF FINANCIAL LITERACY...5 WHY DO PERSONAS MATTER?...9 FOUR STEPS TO IMPROVING
More informationPLAN IMPLEMENT ACHIEVE
PLAN IMPLEMENT ACHIEVE HARRIS AND HARRIS WEALTH MANAGEMENT GROUP O: 301.218.0885 F: 301.218.8139 P: 888.278.9323 www.hhwealth.com Are You Trying To Navigate Your Way Through A Major Life Transition? Planning
More informationFidelity Integration: Questions & Answers
emoney & Fidelity Integration Update Fidelity Integration: Questions & Answers Knowledge is power. Check out this list of Questions and Answers to understand emoney s latest integration. INTEGRATION OVERVIEW
More informationDigital Onboarding. e xperience e xcellence e xpertise e xecution
Digital Onboarding e xperience e xcellence e xpertise e xecution marks the sp t. With $1 trillion passing between generations each year, the need for a digital paperless process is key to being able to
More informationEnvestnet Advisor Portal
Envestnet Advisor Portal Leverage an enhanced advisor portal with applications that integrate all your client-focused efforts to manage wealth more effectively. Transforming Wealth Management As a financial
More informationLet s embrace tomorrow, Today. Empowering solutions for your business
Let s embrace tomorrow, Today. Empowering solutions for your business The future belongs to those who look ahead. MOVE FORWARD WITH CONFIDENCE With an eye toward the future, we re here to help client firms
More informationCase Study: Bronfman E.L. Rothschild
Case Study: AT A GLANCE: Founded: 1997 Headquarters: Rockville, Md. Website: www.belr.com Services Offered: Wealth management, financial planning, retirement plan advisory services, retirement plan consulting
More informationTECHNOLOGY. Industry-leading, intuitive technology that keeps you connected.
TECHNOLOGY Industry-leading, intuitive technology that keeps you connected. 2 TECHNOLOGY Tech that connects We make it a top priority to support advisors with industry-leading technology that works for
More informationThe Fiduciary Opportunity. The Future is Now
The Fiduciary Opportunity The Future is Now After nearly a decade of trying, the Department of Labor (DOL) finally rolled out its Fiduciary Rule on June 9, 2017 though only with a partial implementation.
More information5 Trends That Will Impact Client Acquisition in 2018 An Executive Briefing with Bill Walton
5 Trends That Will Impact Client Acquisition in 2018 An Executive Briefing with Bill Walton September 14, 2017 2017 ProDirect LLC All Rights Reserved. About Bill Walton Sales Training Client Acquisition
More informationA trade name of Wells Fargo Clearing Services EMPOWERING SOLUTIONS FOR YOUR BUSINESS
A trade name of Wells Fargo Clearing Services EMPOWERING SOLUTIONS FOR YOUR BUSINESS Deep knowledge of you and your firm plus the power of collaboration brings success. know you & your firm + COLLABORATE
More informationA trade name of Wells Fargo Clearing Services EMPOWERING SOLUTIONS FOR YOUR BUSINESS
A trade name of Wells Fargo Clearing Services EMPOWERING SOLUTIONS FOR YOUR BUSINESS Deep knowledge of you and your firm plus the power of collaboration brings success. know you & your firm + COLLABORATE
More informationGetting Heard: How to Ensure Investors Actually Hear Your Message. . Webinars. Newsletters. The Asset Manager s Website.
Grow Your Edge With Investors Getting Heard: How to Ensure Investors Actually Hear Your Message April 2018 IN THIS ARTICLE After spending enormous resources crafting a message designed to resonate with
More informationYour Relationship. Your Strategy. Your Digital Solution.
Your Relationship. Your Strategy. Your Digital Solution. Connect with Clients Why it Matters Portfolio Target helps advisors compete with direct-to-consumer robo-advisor platforms. Using user-friendly
More informationFIS Wealth Solutions. Luke McCabe, EVP, FIS Simon Algar, Principal, wealth-reports April 11, 2017
FIS Wealth Solutions Luke McCabe, EVP, FIS Simon Algar, Principal, wealth-reports April 11, 2017 Today s Discussion Overview: FIS Wealth Solutions Industry view: Optimizing your operating model Looking
More informationMaster Growth Marketing with Modern Analytics
Master Growth Marketing with Modern Analytics Marketing Analytics in Periscope Data 201807 Content 5 7 8 10 11 12 13 14 Smarter Tools for Smarter Marketing Crunchbase Success Story Building a More Data-Driven
More informationFinancial Services Cloud User Guide
Financial Services Cloud User Guide Salesforce, Winter 19 @salesforcedocs Last updated: October 8, 2018 Copyright 2000 2018 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark
More informationEvaluating Treasury Management Systems
Evaluating Treasury Management Systems Best practices for obtaining deeper clarity on, and confidence in, treasury software decisions. By Chad Wekelo December 28, 2017 The processes of evaluating, selecting,
More informationWinning Advantage. Seeking Profitability through Technology Integration
Raef Lee Managing Director SEI Advisor Network rlee@seic.com 610-676-1044 @SEIRaefL Winning Advantage Seeking Profitability through Technology Integration Agenda Who is SEI? The Problem What is Technology
More informationWelcome to the New DemandBridge
Welcome to the New DemandBridge Q+A WITH DAVID RICH David Rich is a seasoned executive from the technology sector. He spent 28 years at Accenture, where he led the High Tech Industry, the CRM Service Line
More informationHow to Choose the Right Lead Gen Company?
How to Choose the Right Lead Gen Company? THE 4 QUESTIONS TO ASK DURING THE DISCOVERY CALL: How to Choose the Right Lead Gen Company? 1. What is your process for generating leads? It should be tailored
More informationWorking with Women Investors. For Advisor Use Only. Not for Public Distribution. prospecting
Working with Women Investors prospecting Market Matters You may have heard that women are a growing niche market. Representing more than half of the population the female investor market certainly stands
More informationFrom Insurance Agent to Trusted Advisor: How to Cultivate Customer Loyalty
From Insurance Agent to Trusted Advisor: How to Cultivate Customer Loyalty Introduction Policyholders expectations have changed. No longer are they satisfied with an adequate service experience from their
More informationSolve for now. Build for next. The Deloitte Audit
Solve for now. Build for next. The Deloitte Audit 2 Solve for now. Build for next. The Deloitte Audit Your audit should fit you your industry, financial statements, and stakeholders; your data and technology;
More information2018 BENCHMARK REPORT: THE IMPACT OF REVIEWS on B2B Buyers and Sellers
2018 BENCHMARK REPORT: THE IMPACT OF REVIEWS on B2B Buyers and Sellers Part 1: Introduction.... 2 Key Findings.... 3 Part 2: The Power of B2B Reviews... 4 When Buyers Look at Reviews.... 5 How Many Reviews
More informationEnabling Collaboration in Insurance
Enabling Collaboration in Insurance The Role of Communications, Content, and Processes Mark Breading SMA Partner Strategy Meets Action Table of Contents The Promise of Collaboration... 3 Seeking Differentiation
More informationThe Drive Toward Gender Parity in Financial Services
The Drive Toward Gender Parity in Financial Services Firms may need to recruit and retain additional female wealth managers to meet the evolving needs of a new generation of investors. International Women
More informationBUILDING A BUSINESS CASE FOR PAPERLESS TREASURY SOLUTIONS
BUILDING A BUSINESS CASE FOR PAPERLESS TREASURY SOLUTIONS Treasury management onboarding is a complex, time- and paper-intensive operation for banks and their customers. Not surprisingly, corporate customers
More informationApplication-Centric Transformation for the Digital Age
Application-Centric Transformation for the Digital Age APRIL 2017 PREPARED FOR COPYRIGHT 2017 451 RESEARCH. ALL RIGHTS RESERVED. About this paper A Black & White paper is a study based on primary research
More informationWealth Management Since
INVESTMENT MANAGEMENT WEALTH PLANNING FAMILY LEGACY Wealth Management Since 1983 425-643-1800 Capital Planning Wealth Management Since 1983 ADVICE, EXPERIENCE & INDEPENDENCE Our Firm For over 30 years,
More informationThe business landscape 2017/18. An Experian research report
The business landscape 2017/18 An Experian research report Contents. It really is a data powered future 3 The business landscape is changing rapidly Top priorities our research identified Data analytics
More informationStock plan solutions from Schwab
Stock plan solutions from Schwab Ownership matters Your employees have a stake in your company s success. And your stock plan is more than just a way to reward them. It s an invitation to turn earners
More informationRE-ENGINEER YOUR BUSINESS MODEL
RE-ENGINEER YOUR BUSINESS MODEL AROUND THE CONNECTED CUSTOMER #hybridcustomerjourney MOVE FORWARD AND UNLOCK YOUR BUSINESS GROWTH 01 GIVE YOUR CLIENTS A SUPERIOR DIGITAL WEALTH EXPERIENCE Today s increasingly
More informationPush to Start: A Beginners Guide to Starting Automated Direct Mail
Push to Start: A Beginners Guide to Starting Automated Direct Mail Of all marketing tactics, direct mail may be the most intimidating. Just getting started can seem daunting. These feelings lead many marketers
More informationTHE DIGITAL DAYS OF MARKETING. Pay-Per-Click s Role in the Automotive Industry A MOTIVATED MARKETING WHITE PAPER
THE DIGITAL DAYS OF MARKETING Pay-Per-Click s Role in the Automotive Industry A MOTIVATED MARKETING WHITE PAPER WELCOMING A NEW AGE OF CONSUMERISM While the brick-and-mortar shops that line city blocks
More informationTAMARAC REPORTING. Customizable Dashboard. Dynamic Reports. UMA and UMH Sleeve Level Reporting
TAMARAC REPORTING Tamarac s award-winning reporting capabilities enable your firm to easily generate elegant reports focused on what matters the most to you and your clients. For performance, holdings,
More informationWhen Engaging the Right Talent, One Size Does Not Fit All
When Engaging the Right Talent, One Size Does Not Fit All Candidate Preferences in Job Search and Interview Practices This is the first in a five-part series from ManpowerGroup Solutions analyzing the
More informationAccenture Interactive Point of View Series. Banking on Digital. Building trust and innovation in Financial Services
Accenture Interactive Point of View Series Banking on Building trust and innovation in Financial Services Banking on Building trust and innovation in Financial Services The digital era could not have come
More informationIntegrated Social and Enterprise Data = Enhanced Analytics
ORACLE WHITE PAPER, DECEMBER 2013 THE VALUE OF SOCIAL DATA Integrated Social and Enterprise Data = Enhanced Analytics #SocData CONTENTS Executive Summary 3 The Value of Enterprise-Specific Social Data
More information10 THINGS B2B COMPANIES
10 THINGS B2B COMPANIES Should Be Doing on LinkedIn Copyright 2016 Act-On Software www.act-on.com Using LinkedIn to Generate Leads LinkedIn isn t just a social network for job seekers and recruiters anymore.
More informationMAINTAINING TRUST AMID SHIFTING CONSUMER DEMANDS
MAINTAINING TRUST AMID SHIFTING CONSUMER DEMANDS ACCENTURE FINANCIAL SERVICES 2017 GLOBAL DISTRIBUTION & MARKETING CONSUMER STUDY: INVESTMENT ADVICE REPORT SHIFTING CONSUMER TRENDS CREATE NEW OPPORTUNITY
More informationDrive revenue with sales enablement apps
Drive revenue with sales enablement apps Increasing business impact through mobile sales enablement Table of contents 2 Digital Publishing Suite for sales enablement 3 Use engaging sales apps to clinch
More informationPodcast: Meghan Murphy - Financial Wellness Markers
Podcast: Meghan Murphy - Financial Wellness Markers MICHAEL SHAMRELL: Welcome, everyone. My name is Mike Shamrell; this is the Fidelity podcast series. Thank you for joining us. Today we are going to be
More information#SocialMedia: Start Here
2018 Insight #SocialMedia: Start Here AS AN ADVISOR, YOU CAN LEVERAGE SOCIAL MEDIA PLATFORMS TO GROW YOUR BUSINESS AND FOSTER MEANINGFUL RELATIONSHIPS WITH CLIENTS. But where do you start? If you don t
More informationgrowing and marketing your scheme
Quick guide to... growing and marketing your scheme EXPERIENCE. THE DIFFERENCE. Growing your scheme can be a challenge Using our experience working with many different brokers and developing a range of
More informationKPMG International. kpmg.com
KPMG Clara A smart audit platform Bringing together our powerful data & analytics capabilities, innovative new technologies and proven audit workflow, we introduce our new smart audit platform KPMG Clara.
More informationBenefits of Investing in Digital Onboarding for Small-Business Banking
Benefits of Investing in Digital Onboarding for Small-Business Banking OCTOBER 2017 Prepared for: 2017 Avoka. All rights reserved. Reproduction of this white paper by any means is strictly prohibited.
More informationMarketing Services for Q2 Customers CAPABILITIES BROCHURE
Marketing Services for Q2 Customers CAPABILITIES BROCHURE End User Marketing, Creative Services, and Advisory Services We focus on being a strategic partner for future growth and providing the tools and
More informationMarketing Services for Q2 Customers CAPABILITIES BROCHURE
Marketing Services for Q2 Customers CAPABILITIES BROCHURE End User Marketing, Creative Services, and Advisory Services We focus on being a strategic partner for future growth and providing the tools and
More informationAt the Heart of Redefining Agent Journey
At the Heart of Redefining Agent Journey The Next-Generation Agent Experience Platform: Spur Sales Growth and Enhanced Customer Experience Abstract Today s digitally-connected consumers often demand that
More informationCLIENT PORTAL PERSONALISED PERSPECTIVES. DELIVERED DIGITALLY. 24/7.
With increasing competition and digital savvy consumers comes a demand for a secure and straight-forward way for clients and advisers to engage and communicate with each other 24/7. To remain relevant,
More informationDEFINING THE FEMALE EFFECT ON ADVICE. How female advisers are managing their practices and clients and igniting a new wave of growth
DEFINING THE FEMALE EFFECT ON ADVICE How female advisers are managing their practices and clients and igniting a new wave of growth Introduction While women still represent a distinct minority of the overall
More informationELEVATE YOU. your career. TOMORROW. See where. takes
ELEVATE your career. TOMORROW See where takes YOU. SMALL FIRM ATTENTION. WITH THE COMPLETE FINANCIAL WORLD AT YOUR FINGERTIPS. Life as a financial professional holds incredible opportunities for career
More informationHow a CRM Solution Helps Your Business Grow SELL. SERVICE. MARKET. SUCCEED.
How a CRM Solution Helps Your Business Grow SELL. SERVICE. MARKET. SUCCEED. Hello. You ve just opened one of four books in a series on CRM systems from the #1 CRM solution in the world, Salesforce. 100%
More informationBrand Advocacy and the Emotionally Connected Customer
ITA GROUP EBOOK Brand Advocacy and the Emotionally Connected Customer How Authentic, Lasting Emotional Connections Create Powerful Brand Advocates Table of Contents The New Loyalty Landscape...1 The Era
More informationThe Three M s of Federal Communications: Millennialize, Mobilize and Modernize
The Three M s of Federal Communications: Millennialize, Mobilize and Modernize Millennials matter more than ever. Millennials are the first generation to be born into a completely digital world. Their
More informationNext Generation HIGH TECH OR HIGH TOUCH? Smarter Engagement Strategies For Wealth Managers To Build And Retain High Net Worth Clients
2016 UNITED STATES WEALTH MANAGEMENT RESEARCH STUDY Next Generation CUSTOMER JOURNEY IN WEALTH MANAGEMENT HIGH TECH OR HIGH TOUCH? Smarter Engagement Strategies For Wealth Managers To Build And Retain
More informationUNLOCK THE EXPERTISE INSIDE YOUR FIRM TO... TRAIN STAFF ENGAGE CLIENTS ATTRACT PROSPECTS
UNLOCK THE EXPERTISE INSIDE YOUR FIRM TO... TRAIN STAFF ENGAGE CLIENTS ATTRACT PROSPECTS Transform proven methods, expert knowledge and best practices trapped inside your firm into interactive, online
More informationCREATING YOUR UNIQUE VALUE PROPOSITION
CREATING YOUR UNIQUE VALUE PROPOSITION How to Define Yourself and Stand Out in Your Marketplace Part of Securities America s Business Mastery Series Table of Contents Your Tasks... 1 Introduction... 1
More informationGEM Report A MOBILE STAFF. A Monscierge Guest Experience Management Report
GEM Report A MOBILE STAFF A Monscierge Guest Experience Management Report MAXIMIZING YOUR APP POWER IN 2014 I see a lot of booking apps, but once usefulness drops off, so does the app from my phone. Ken
More informationMULTIFAMILY MARKETING GUIDE: LEAD SOURCE ATTRIBUTION
MULTIFAMILY MARKETING GUIDE: LEAD SOURCE ATTRIBUTION ABOUT THE MULTIFAMILY MARKETING GUIDE SERIES: It s time to change the way we think of marketing strategy in the multifamily industry. Rather than relegating
More information5 Important Questions to Ask Potential BPM Vendors
5 Important Questions to Ask Potential BPM Vendors By Tripp Solomon, Product Marketing Manager GETTING STARTED WITH YOUR BPM INITIATIVE There are many elements to consider when embarking on a Business
More informationSOLVING THE MARKETING ATTRIBUTION RIDDLE Four essentials of decoding the multitouch attribution, beyond the last click.
SOLVING THE MARKETING ATTRIBUTION RIDDLE Four essentials of decoding the multitouch attribution, beyond the last click. 2018 Executive Summary "If you can't measure it, you can't improve it." ~ Peter Drucker1
More informationA WIDEORBIT REPORT AUGUST Survey: The Future of Programmatic Radio Advertising
A WIDEORBIT REPORT AUGUST 2017 Survey: The Future of Programmatic Radio Advertising Contents Introduction and Methodology 3 Highlights 4 Programmatic Radio Activity Today 5 Ad Buyer Preferences 9 Programmatic
More informationHow to Succeed in Social Selling with Employee Advocacy
How to Succeed in Social Selling with Employee Advocacy What is social selling? Social selling is about leveraging social networks to interact with potential buyers to build revenuedriving relationships.
More informationPwC s 5th Annual Digital IQ Survey
www.pwc.com/digitaliq PwC s 5th Annual Digital IQ Survey Digital Conversations and the C-suite Digital IQ PwC s 5th Annual Survey Findings: Leadership teams integrate digital conversations across all aspects
More informationF E A T U R I N G. Work Smarter, Not Harder
F E A T U R I N G Work Smarter, Not Harder Speakers emoney Advisor Kyle Wharton: Head of Business Development Alex Rines: Integrations Developer Jessica Liberi: Business Analyst Morningstar Kartik Srinivasan:
More informationDeveloping your brand
Developing your Brand 1 Introduction 2 What is your Brand? An invaluable asset in the battle for customers. The source of a promise to your consumer. The foundation of your marketing communication. A vital
More informationFoundations and Endowments Specialty Practice
Foundations and Endowments Specialty Practice Seeking Investment Advisory Services: 10 Steps for Managing the RFP Process Selecting an investment advisor is a crucial fiduciary responsibility for Board
More informationIs Your Reporting Living Up to Its Potential?
WHITE PAPER Is Your Reporting Living Up to Its Potential? Three Ways to A Competitive Advantage Investors are demanding increased portfolio transparency. Building trust through accurate and timely reports
More informationTHE BUSINESS LEADER S GUIDE TO. Becoming a Social Business
THE BUSINESS LEADER S GUIDE TO Becoming a Social Business Introduction Customers expect personalized, one-to-one interactions whenever and wherever they interact with your brand and a growing number of
More informationRetain & Delight. Understand Each and Every Customer to Solidify Lifetime Value. An NGDATA White Paper
Retain & Delight Understand Each and Every Customer to Solidify Lifetime Value An NGDATA White Paper KEEPING CUSTOMERS HAPPY SO THEY KEEP COMING BACK IS A CRITICAL COMPONENT OF YOUR BUSINESS SUCCESS. ORGANIZATIONS
More informationThe CRM Pocket Book. What works & what doesn t & CX
The CRM Pocket Book What works & what doesn t & CX The CRM Pocket Book What works & what doesn t & CX First published 2009 Second edition 2013, updated 2015 This is the fourth edition - 2017 The CRM &
More informationTHOMSON ONE WEALTH SOLUTIONS INTELLIGENT INFORMATION DELIVERED THROUGH ONE FLEXIBLE SOURCE
FINANCIAL AND RISK MANAGEMENT SOLUTIONS FROM THOMSON REUTERS THOMSON ONE WEALTH SOLUTIONS INTELLIGENT INFORMATION DELIVERED THROUGH ONE FLEXIBLE SOURCE THOMSON ONE WEALTH SOLUTIONS OVERVIEW Successfully
More informationOwn Your Space: The Case for a Differentiated Marketing Strategy. Inside:
Own Your Space: The Case for a Differentiated Marketing Strategy It s time for advisors to rev up their marketing activities to help capture investor interest. Why? An ongoing review of numerous websites
More informationEvolving Our Differentiated Model: Community Banking Commercial David Weaver President, Community Banking. Investor Day 2018
Evolving Our Differentiated Model: Community Banking Commercial David Weaver President, Community Banking Investor Day 2018 Key Takeaways 1Operating a premier model for Commercial Banking with key differentiation
More informationWHAT EVERY B2B MARKETER NEEDS TO KNOW
WHAT EVERY B2B MARKETER NEEDS TO KNOW The news is out: B2B marketing isn t boring. In fact, traditional consumer-driven tactics are being adopted to create inspiring campaigns that help attract new prospects,
More informationThe Social Marketer vs. the Social Enterprise Social media in financial institutions is in transition.
DECEMBER 2014 THE STATE OF Social Media in Financial Services The Social Marketer vs. the Social Enterprise Social media in financial institutions is in transition. Although social media is largely perceived
More informationHOW A CRM SOLUTION HELPS SMALL BUSINESSES
Book 3 of 4 HOW A CRM SOLUTION HELPS SMALL BUSINESSES PART OF THE CRM SUCCESS SERIES Introduction LEARNING ABOUT CRM Technology has changed the game for small businesses. Where department size was once
More informationADVISORY BUSINESS BAROMETER
ADVISORY BUSINESS BAROMETER What keeps you awake at night? Intrinsic Principal and Partner Research Foreword Steve Fryett Managing Director, Wealth Network Our industry has undergone unprecedented change
More informationCase Study: Spinnaker Trust
Case Study: At A Glance Founded: 2001 Headquarters: Portland, Maine Website: https://www.spinnakertrust.com Services Offered: Financial Planning, Wealth Management and Trust Management AUM: $1.8 billion
More information