Clients say: Their #1 dissatisfaction is not hearing from their Advisor. Advisors say: Without more time, it’s impossible to engage all clients & prospects on a consistent and meaningful basis. Authentic, personalized engagement - at scale - that radically improves productivity and supercharges growth.

Clients who are consistently engaged:

Are the most loyal

Do the most business

Send the most referrals

Authentic, personalized engagement – at scale – radically improves productivity and supercharges growth.

Achieve Optimal Engagement of
Clients & Prospects

Motivate Clients & Prospects with
Real Authenticity

Significantly Enhance
Asset & Revenue Growth

The Solution

OptEngage:

  • Is an AI-powered single destination for advisors to access all engagement priorities and opportunities

  • Learns client & advisor behavior/preferences to deliver client-targeted intelligence and content

  • Seamlessly integrates with your CRM

  • Provides AI-enabled content creation, plus a robust menu of pre-written content that is customizable, authentic and personalized for use at scale

  • Creates a virtual feedback loop by providing transparency into client activity and what is or not working

Experts say:

Consistency of engagement is the #1 factor for growing a practice.

HOW IT WORKS

OptEngage Contacts Screen automatically delivers priorities and intelligence for who should be contacted when (e.g., client birthday, paid a fee, visited online portal, investment upgrade, financial plan update, etc.) based on:

  • Geographic
  • Demographic
  • Accounts & plans
  • Online activity
  • Personal preferences & beliefs
  • Investment profile, holdings & history

The user can establish a tiered optimal engagement standard, i.e., scheduled outreach per client or prospect 1x per month, 4x per year.

Personalized, dynamic content is automatically produced and ready to send.

Screenshot of the OptEngage dashboard
Screenshot of OptEngage content screen

OptEngage Content Screen delivers a prioritized, robust menu of pre-written content ready to send to automatically targeted clients or an audience of choice.

  • Birthdays, holidays & life events
  • Retirement & financial planning
  • Tax & regulatory changes, cyber, research
  • Next-gen referrals & family-linked accounts
  • Portal visits, account activity & risk
  • Interests like golf, travel, philanthropy…and much more!

An AI-powered template helps you easily create your own content with a few key words.

Reach clients & prospects on any and all of life’s subjects, financially-related or otherwise.

  • Is easy to execute.
  • Increases client development time.

OptEngage
Service & Support

Along with the tools, you get a committed team:

  • To support your adoption and continued growth

  • Dedicated professionals armed with data and experienced guidance

  • In-person and online teach-ins to “team leads” and advisors

  • Tried & tested “how to” best practices