Portfolio
Portal Design
• Improve Advisor Interactions
• Brand Differentiation
• Increase Client Retention
Overview
Client Portals are a Marketing Opportunity
One of the most valuable assets that a financial brand may own is an icon on a client's home screen. A well designed portal enhances advisor communications, provides real-time interactions, and ultimately increases client retention.
Dashboards Make Your Brand Real-Time
An easy-to-read dashboard drives client satisfaction by providing a convenient personalized executive summary.
Task Lists Smooth Advisor Requests
Gamification techniques can transform the drudgery of gathering information into an rewarding quest for wealth.
Wizards Speed Onboarding
Streamlining a client signup is an opportunity to turn a positive first impression into the start of a long-term relationship.
AI Personalizes Client Content
By providing context for shared documents, a portal may improve collaboration between advisors and clients.
Storefronts Bridge Brand Collaboration
Opening doors to external accounts allows financial brands to become an essential hub for their clients.