Client engagment
Decimal clients have had response rates of 70%+. By using our ClientConsole (branded as theirs), members input financial information to see, save and share different strategies.
The ClientConsole can be pre-populated with the customer’s information from your underlying database, creating a highly personalized, and deeply relevant communication. This engaging, interactive tool generates remarkable response rates.
The ClientConsole leads the user through a ‘conversation’, providing options and choices along the way. It is a simple methodology that allows users to provide as much or as little information as they are comfortable with.
The ClientConsole allows prospects to see, save and share alternative investment strategies. The information submitted provides a natural conversation starter for an adviser to follow-up.
Client and members can also explore and change their risk profiles, and have their portfolio change automatically. It becomes a self-service tool enhancing their overall engagement.
- Powerful lead generation tool
- Clients explore strategies and see the financial outcomes
- Can be pre-populated with client details
- Used to provide prospect details to Advisers: contact details, super information and risk profiles
- Results are a conversation-starter for adviser follow-up
- Identify and highlight incentives to proceed with advice
- Clients can manage their risk profile
