It is difficult to communicate effectively with your client. The exchanges of information between the advisor and the client are not always relevant, traceable or organised. Each client is different and their wealth features require tailored information.
The solution Efficience ®provides
Efficience® is used to segment the information the advisor provides to clients based on their individual wealth profile. It can send timely and profitable information to a type of client with a common interest. The client and the advisor can then discuss each of the assets comprising the heritage in an organised manner, in the form of a direct discussion.
Send targeted communications to your clients based on the details of their assets and wealth.
Give people who can access your clients' account the opportunity to comment or document the assets encoded in the wealth analysis.
Follow in real time the activity (connections, changes, etc.) of the accounts of your clients and your employees.
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