Virtual Communications Platform – Virtual Financial Advisor

Building a Book of Business (Image)

Building your book of business is a journey not an event.

Make it easy for prospects to meet with you

Financial planning in 2020 is not confined to the four walls of a brick-n-mortar office

Your team can excel even when business disruptions impact your traditional methods of gaining new customers

Meeting with Clients Is Simple with the Correct Tools

Leverage virtual meetings for Annual reviews to maintain customer satisfaction.

Provide clients with high-touch and minimal hassle one-on-one experiences

Show your clients detailed financial plans no matter their or your location with confidence and securely

Face-time with Clients (Image)

Engaging with Prospects (Image)

Prospecting is the life-blood of your financial practice

Seeing is believing and with more business being done virtual engage your prospects with video

Find prospects where they search for you. You can leverage social outlets to connect people directly to your firm

Offer prospects opportunities to meet with your team and you to learn more about your financial strategies

Team Collaboration no longer needs to be something you aspire to acheive.

Leverage a fully FINRA compliant messaging system with your team

STOP sending Emails! Over 65% of email is related to specific projects. Make it easier for your team and you to find important information with team chat

Sharing documents is made easy with a platform that supports easy and drag and drop file sharing that can be accessed from anywhere on any device.

Team Collaboration (Image)

Reduce Email Clutter (Image)

The trend is moving from email to collaboration

Collaborate real-time with your team regarding specific clients and keep it organized.

Reduce the need to send company-wide emails when you can make it more engaging with company wide chat

Invite your most valuable clients into your company's real-time chat for free

Being a small business doesn't mean you have to look small

71% of callers would prefer to get directly to the department or person they need to

Demonstrate your company's command of communications with tailored messages and call routing for clients and prospects

Leverage work-from-home people as if they were in your office without impacting business operations

Corporate Presence (Image)

Mobile Workforce (Image)

Mobility means your team and you can get things done from ANYWHERE!

By 2025 68% of small businesses will be able access their data from any device at any time

Provide flexibility to your team to meet with clients, prospects and team members even when they are not in the office

Business disruptions are never fun but mobile communications platforms reduce the risk of operational downtime

Are you leveraging a communications platform to make it simple for young investors to interact with your firm?

68% of millennials say they want to meet with advisors virtually

Younger investors are more savvy with technology but still desire the insights of a trained professional

Deploying an easy to use communications platform will make it easier for your firm to attract the young investor

Meet the Needs of Younger Investors (Image)

Reduced Technology Complications (Image)

Does the hassle of technology keep you from using it?

Quality communications platforms like RingCentral and Zoom eliminate the headache of complex systems

Telephone, Online-Meetings, and Corporate Communication technology should simple to manage by anyone on your team

Reduce costs of communication solutions with a single solution that handles voice, meetings, and collaboration