Advisors and firm should engage in processes and collaborate with clients to improve service and client experience. Customer loyalty and quality of service will depend on the type and richness of relations that firms enable with their clients.
Wealth and investment management is all about relationships and service. This means being able to collaborate and share information anytime, anywhere, overcoming the traditional limits of physical encounters.
Always-on connectivity is ubiquitous. Clients use multiple devices to access an overwhelming amount of information at their disposal. They want to find what is valuable to them in the shortest possible amount of time.
MIFID II will require that every electronic communication shall be recorded and should be auditable by regulator for seven years. Moreover, every order received via a recordable electronic communication channel, i.e. fax, chat, e-mail, video, is a valid order and needs to be recorded.
Thanks to its digital engagement and interactive collaboration tools, Conectus gives advisors and clients a superior user experience and the following main benefits:
• High-speed interaction between client and firm across all channels and devices
• Access to real-time communication, documents and information throughout multiple offices
• Immediate insight into the discussion
• Top technology and rich digital feature set
With Conectus you can relate to your clients flexibly and effectively in the digital manner they prefer.