For financial advisors, cold calling potential clients is no longer an acceptable method for reaching out to the new generation. Today, people are finding advisors by their own means and in a highly competitive market they will seek someone who stands out.
As a result advisors are persuing new technological routes that will let them establish themselves and build stonger relationships. Mobile and personalized emails have emerged as powerful tools in getting that message across.
PUSHTech™ easy to use module can help you personalize your messages and recommendations to deliver real value to each individual client. Custom units enable users to maximize their opportunities to connect with clients and extend the standard reach.
More info: Download our Financial Services Whitepaper