An innovative sales tool that uses content as a delivery mechanism for distributing sales ideas and promotions to clients. iEngage can potentially increase product or promotional opportunities via targeted marketing to clients.
A digital client acquisition and engagement solution for the wealth management industry that is revolutionising how clients and wealth managers connect.
MyAdvisor gives advisors and management the tools for stronger communication and brand building. It is a one-stop dashboard for advisors to perform their day-to-day functions.
Inject life into traditionally unengaging financial content through personalised training programmes and digital tools.
For our clients’ employees & their clients. Our workshops are interactive and unscripted, allowing the audience to get engaged for a more fun and memorable learning experience. With access to a realm of financial experts, and with the passion to educate, we’re able to provide training in most financial areas in an interactive and engaging way.
iEngage uses the power of technology to deliver sales ideas via content. It helps institutions better understand their clients, drives stronger sales revenue, unlocks dormant accounts and secures deeper client relationships.
Management offer their clients a differentiating service, that helps clients engage with product opportunities and drives significant sales increases.
All the functionality that advisors require, from one single-sign-on dashboard.
No more multi-channel communication.
No more scattered usernames and passwords.
MyAdvisor brings your advisors back to your brand and gets you working together. That’s good for your business and good for sales. Ensuring sales force is better equipped, driving higher sales.