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What We Do For Insurance Firms
|Seamless sign-up experience, including single sign-on, pre-populated forms, and client portal||Enroll via the web, a call center, at a branch, with an agent, or any combination.||Onboard clients in one meeting — easily move existing insurance clients into wealth management, capture risk tolerance, and map to suitable investments.||Onboard clients in a consistent, compliant way, while lowering onboarding expenses via fewer errors and low-value calls.
|Mobile access||Access account and track progress toward goals easily from any mobile device.||Free up time to focus on client service because clients can self-service.||Gain insight into mobile behavior for future product development.
|Goal-based approach||Identify and formalize goals, track progress, and update goals as they change.||Use client data to uncover incremental assets, aggregate assets, and create stickier assets.||Deepen relationships with clients by facilitating a goal-based dialogue.
|Measure risk tolerance systematically and map to suitable options||Answer a simple questionnaire to ensure you’re mapped to the right investment strategy.||Have a structured process to measure risk tolerance and map clients to a portfolio model.||Gain a built-in oversight process without adding organizational layers.
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