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Retail Wealth Management

Push advisor productivity and quality of service to new levels, while maintaining precise control over materials communicated to clients and prospects
Financial Advisors face a multitude of challenges in today’s wealth management market.
More sophisticated clients with greater needs
Increased number of products offered
Increasing product complexity
Pressure to cross-sell
Pressure for greater productivity
Collaborative, team-based selling
Regulatory compliance
Competition

In addition, advisors have too little time and find it increasingly difficult to spend adequate time with their clients. Recent industry surveys show that nearly half of high net worth clients are simply not satisfied with the amount of contact they have with their primary advisors. Advisors face increasing competitive pressure in retaining existing clients and acquiring new ones.

Hiring more advisors and staff is one approach, but that produces only marginal results. To prosper, top advisory firms are giving their advisors a new way of working—a more productive method to achieve expected results.

Accent Librarian breaks the old paradigm by putting a wealth of pre-approved, relevant information at the advisor’s fingertips, making it easy to locate, tailor and distribute personalized client information with great efficiency.

Clients get the service they demand and the firm retains precise control and visibility over information presented to clients. And the advisors…they look like consummate professionals with on-time, on-target, client-specific research and information for any occasion.
Key Benefits
Improve client satisfaction by touching more clients more often with the right information
React faster to client opportunities with precisely tailored materials
Streamline the process of gathering and delivering critical information to clients
Improve quality of service by providing personalized materials and information
Reduce the risk of presenting non-compliant materials to clients
Key Capabilities
Technology toolset focused on streamlining the advisory sales and marketing process
Full-text search and retrieval at the relevant content level (pages, slides, paragraphs)
Powerful document assembly for creating personalized materials and messages
Feature-rich administration module for creating, managing and updating client materials library
Restrict content access to appropriate individuals or groups with built-in user and group security
Broad portfolio of modules allows organization to configure Librarian to meet exact needs

 

  Retail Wealth Management
   
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