Engage

Attract prospects and empower advisors to grow revenues

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ENGAGE EFFECTIVELY

With Engage wealth managers can accelerate sales by engaging more effectively with prospects, nurturing leads more efficiently and making early-stage data capture effortless

When engaging new prospects and attempting to convert them into clients, inconsistent strategies and invisible pipelines can impact results. Failure to provide relationship managers with digital, fit-for-purpose tools can impact their ability to nurture prospects efficiently and introduce unnecessary business risk. And failure to capture early-stage compliance data can make onboarding time-consuming and cumbersome.

Engage shortens the sales cycle by enabling relationship managers and prospects to interact in a timely and fluid way. Wealth managers can attract prospects from multiple sources, create marketing campaigns that will resonate, gain a complete view of every engagement with your firm and automatically capture a wealth of data for re-use throughout the client lifecycle.

ENGAGE - KEY FEATURES

Equip your sales, marketing and client service teams with digital tools

CLIENT JOURNEY VIEW

Track and execute client touchpoints, based on pre-defined workflows that streamline engagement and prospecting processes

KNOW YOUR PROSPECT (KYP)

Capture early-stage KYC data, automatically create dynamic risk profiles and be alerted when inconsistencies arise

INTEGRATED MARKETING

Leverage third-party integrations for website, email, events and automated campaign management

360-DEGREE PROSPECT VIEW

Gain instant insights into every aspect of the client journey, including granular details of all prior activity and engagement

OMNICHANNEL ENGAGEMENT

Engage seamlessly with your clients, with embedded video, chat and co-browsing

AI-DRIVEN INSIGHTS

Analyse prospect and market data to detect underlying trends and preferences, and automatically identify next best actions

PIPELINE VISIBILITY & MONITORING

Manage, track and record opportunities and be able to view pipeline progress holistically, for more accurate oversight and forecasting

PRECISE ANALYTICS & REPORTING

Generate timely and accurate reports to aid analysis and provide management oversight

MOBILE & REMOTE WORKING

Capture, view and update client and prospect data remotely or on-the-go, quickly and securely

CLM Engage interface Wealth Dynamix

HOW WILL ENGAGE HELP YOU?

wealth manager lead nurtering

By automating routine sales and marketing tasks you will have more time to focus on executing next best recommendations that will convert prospects into clients, in the shortest possible timescale. And by customising client journeys, personalising individual communications and interacting with prospects via their channels of choice, every interaction with your prospects will be engaging, timely and relevant.

At every stage of the journey you can monitor advisor and intermediary activity from within a single dashboard. Work can be prioritised more effectively, so you are always focusing on the highest value opportunities that will increase revenues and grow share of wallet.

All client and compliance data captured during the sales cycle is stored centrally and is automatically re-used during onboarding and beyond, across the entire client lifecycle.

What can you use Engage for?

Solutions for client acquisition and engagement

WDX1 Suite

An end-to-end Client Lifecycle Management solution

ENGAGE

Attract new clients and increase conversion rates by maximising prospect engagement, effectively nurturing leads and tracking pipeline

ONBOARD

Simplify and shorten onboarding by automating manual processes and executing all relevant compliance work digitally

MANAGE

Gain a 360-degree client view within a single advisor workspace for fast and effective management of ongoing client relationships

Manage Onboard Engage

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