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SALES AND DISTRIBUTION LEADERS

Grow business by modernizing distributor-client engagement

Today’s clients spend more than 15% of their time on various online channels - websites, social media, email, and messaging apps. Personalized communication delivered through these digital channels leads to high top-of-mind recall and more business.

 

Empower your distributors to attract prospects and build stronger client relationships to grow their business while increasing their productivity with us

Grow advisor/agent business

We increase client acquisition and retention by modernizing the way advisors market, sell and service their clients and prospects. Across the financial services industry we see up to 35% higher production for advisors using Social; an average of 2.5x more website visits and 5x more leads for advisors using our Sites; and client response rates as high as 98% (compared to 20% on email) for advisors texting clients through Amplispot

Recruit new prospects and retain
your customers

Clients today expect personalized outreach, delivered at the right time – and young advisors and agents expect the technology to make it happen.

 

We make advisors and agents digitally relevant with today’s consumer, allowing them to engage when and how clients want and freeing time for more face-to-face client interaction.

Modernize your field force

Optimize field-client engagement across digital channels for a best-in-class client experience. Let advisors and agents stay in front of clients, in between meetings, with easily shareable, relevant content.

 

Ensure they reach out in the moments that matter with AI-based triggered actions and can easily respond anytime, anywhere with texting and high-quality cellular voice

Drive best practices & success with
analytics

We eliminate data silos and connects customer data across sources and platforms. With unified insight across advisor/agent activity and engagement, you’ll understand who top performers are and what they’re doing right (along with the flip side). Use this activity to develop and track metrics and best practices and to educate the field on how to succeed across digital channels

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